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Building 23(38) INVESTMENT FIDUCIARIES

Map pinSIMI VALLEY, CA
Phone(818) 296-9529
NotebookSEC #801-114078
Total AUM
$1B
Employees
2
Clients
207

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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