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Building 2OSAIC FS, INC.

Map pinFORT WAYNE, IN
Phone800-237-3813
NotebookSEC #801-23151
Total AUM
$4.5B
Employees
655
Clients
21,454

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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