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Building 2WEALTH ASSET MANAGERS

Map pinSPOKANE, WA
Phone509-838-1313
NotebookSEC #801-41346
Total AUM
$272M
Employees
15
Clients
2,025

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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