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Building 2PINVEST

Map pinCORAL GABLES, FL
Phone786 244-7346 786 458-8491
NotebookSEC #801-130446
Total AUM
$377.5M
Employees
4
Clients
6

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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