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Building 2BALANCE WEALTH

Map pinWORTHINGTON, OH
Phone(800) 551-7787
NotebookSEC #801-131997
Total AUM
$386.7M
Employees
12
Clients
553

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV-W is a regulatory withdrawal filing.

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