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Building 2GFP PRIVATE WEALTH

Map pinCLEVELAND, OH
Phone833-309-9900
NotebookSEC #801-56552
Total AUM
$1.3B
Employees
30
Clients
727

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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