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Building 2CONSOLIDATED FINANCIAL

Map pinDUBLIN, OH
Phone614-932-0000
NotebookSEC #801-112968
Total AUM
$588.7M
Employees
6
Clients
760

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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