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Building 2DEFINED FINANCIAL PLANNING LLC

Map pinSAN RAFAEL, CA
Phone(510) 200-8655
NotebookSEC #801-126370
Total AUM
$137.3M
Employees
5
Clients
106

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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