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Building 2LOURDMURRAY

Map pinBEVERLY HILLS, CA
Phone800-780-9858
NotebookSEC #801-66803
Total AUM
$3.6B
Employees
23
Clients
507

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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