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Building 2SLO MONEY MANAGERS

Map pinATASCADERO, CA
Phone(805) 460-7232
NotebookSEC #801-130860
Total AUM
$164.7M
Employees
2
Clients
148

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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