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Building 2SYM FINANCIAL ADVISORS

Map pinWINONA LAKE, IN
Phone800-888-7968
NotebookSEC #801-23944
Total AUM
$5.8B
Employees
84
Clients
1,959

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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