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Building 2TFO WEALTH PARTNERS

Map pinMAUMEE, OH
Phone419-891-9999
NotebookSEC #801-62074
Total AUM
$5.7B
Employees
67
Clients
1,986

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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