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Building 2MW INVESTMENT STRATEGY

Map pinEL DORADO HILLS, CA
Phone(916) 608-4284
NotebookSEC #801-112626
Total AUM
$42.8M
Employees
6
Clients
29

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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