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Building 2N FINANCIAL PLANS

Map pinHUNTINGTON, NY
Phone631-629-1794
NotebookSEC #801-133967
Total AUM
$65.2M
Employees
1
Clients
96

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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