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Building 2YFP WEALTH

Map pinNEW ALBANY, OH
Phone614-618-5901
NotebookSEC #801-118236
Total AUM
$53.2M
Employees
7
Clients
232

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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