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Building 2KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Map pinIRVINE, CA
Phone800-557-5461
NotebookSEC #801-121974
Total AUM
$232.7M
Employees
5
Clients
338

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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