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Building 2FAMILY WEALTH PLANNING PARTNERS

Map pinLOUISVILLE, KY
Phone502-200-5210
NotebookSEC #801-126996
Total AUM
$317.4M
Employees
8
Clients
1,466

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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