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Building 2ROOTED PLANNING GROUP

Map pinCORNING, NY
Phone607-438-2761
NotebookSEC #801-112546
Total AUM
$157M
Employees
7
Clients
230

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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