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Building 2M HOLDINGS SECURITIES, INC.

Map pinPORTLAND, OR
Phone800-656-6960
NotebookSEC #801-57304
Total AUM
$3.2B
Employees
1,442
Clients
4,513

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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