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Building 2THE SUM

Map pinTHE WOODLANDS, TX
Phone281-940-4859
NotebookSEC #801-122376
Total AUM
$551.4M
Employees
12
Clients
209

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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