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Building 2NAMCOA

Map pinMOORESVILLE, NC
Phone(239) 593-5525
NotebookSEC #801-66945
Total AUM
$361.8M
Employees
12
Clients
380

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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