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Building 2OROGRAPHIC FINANCIAL ADVISORS

Map pin
Phone7203239944
NotebookSEC #801-126918
Total AUM
$207.7M
Employees
3
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
7203239944
Other Offices
1

ReceiptFinancials

Total AUM
$207.7M
Accounts
244
Discretionary
$207.7M
Accounts
244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$20.3M
HNW Individual Clients
49
AUM
$187.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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