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Building 2OAK CREST ADVISORY, LLC

Map pinROCHESTER, NY
Phone585-507-1681
NotebookSEC #801-123423
Total AUM
$90.2M
Employees
3
Clients
222

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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