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Building 2FISHER\SMB

Map pinPLANO, TX
Phone888-674-4504
NotebookSEC #801-130272
Total AUM
$6.8B
Employees
159
Clients
1,848

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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