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Building 2FINANCIAL TRANSPARENCY

Map pin
Phone(336) 715-3300
NotebookSEC #801-113605
Total AUM
$322.3M
Employees
17
Clients
235

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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