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Building 2VANCE WEALTH

Map pinSANTA CLARITA, CA
Phone888-775-0950
NotebookSEC #801-119423
Total AUM
$893.6M
Employees
22
Clients
429

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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