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Building 2STAVIS & COHEN PRIVATE WEALTH, LLC

Map pinHOUSTON, TX
Phone713-275-7750
NotebookSEC #801-120239
Total AUM
$753.8M
Employees
23
Clients
281

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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