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Building 2KM ADVISORY SERVICES

Map pinVICTOR, NY
Phone585-381-5900
NotebookSEC #801-52224
Total AUM
$172.2M
Employees
4
Clients
177

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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