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Building 215 EQUITY

Map pinSANTA BARBARA, CA
Phone805-456-4426
NotebookSEC #801-119711
Total AUM
$135.9M
Employees
7
Clients
115

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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