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Building 2MODERN FINANCIAL PLANNING

Map pinGEORGETOWN, TX
Phone(510) 519-7009
NotebookSEC #801-134822
Total AUM
$116M
Employees
2
Clients
72

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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