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Building 2FOCUS PLANNING GROUP

Map pin
Phone631-714-6869
NotebookSEC #801-132810
Total AUM
$41.8M
Employees
1
Clients
82

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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