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Building 2LOTUS

Map pinORLANDO, FL
Phone628-212-8533
NotebookSEC #801-134198
Total AUM
$405M
Employees
30
Clients
3

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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