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Building 2PLANVEST FINANCIAL, INC.

Map pinGAITHERSBURG, MD
Phone(301) 977-7123
NotebookSEC #801-131058
Total AUM
$175.9M
Employees
8
Clients
309

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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