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Building 2FRANKLIN PARK

Map pinBALA CYNWYD, PA
Phone610-822-0500
NotebookSEC #801-62046
Total AUM
$10.2B
Employees
29
Clients
52

Firm filings submitted to the SEC

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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