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Building 2FIDELITY BANCORP FUNDING

Map pinSANTA ANA, CA
Phone714-908-5100
NotebookSEC #801-128641
Total AUM
$150M
Employees
1
Clients
1

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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