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Building 2KANE FINANCIAL

Map pinWATERVILLE, NY
Phone(315) 801-9028
NotebookSEC #801-122385
Total AUM
$75.2M
Employees
4
Clients
298

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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