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Building 2FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Map pinBOCA RATON, FL
Phone561-391-8188
NotebookSEC #801-132258
Total AUM
$141.9M
Employees
5
Clients
208

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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