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Building 2SPC

Map pinANN ARBOR, MI
Phone734-663-1611
NotebookSEC #801-20404
Total AUM
$6.1B
Employees
471
Clients
30,916

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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