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Building 2INVESTABLE

Map pin
Phone937-369-9275
NotebookSEC #801-131507
Total AUM
$490.1K
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
937-369-9275

ReceiptFinancials

Total AUM
$490.1K
Accounts
80
Discretionary
$490.1K
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
80
AUM
$490.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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