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Building 2GOING CPAS AND WEALTH ADVISORS

Map pinOPELOUSAS, LA
Phone337-942-3041
NotebookSEC #801-132882
Total AUM
$160.8M
Employees
10
Clients
327

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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