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Building 2GENERATIONAL WEALTH ADVISORS

Map pinRICHARDSON, TX
Phone972-378-1795
NotebookSEC #801-67609
Total AUM
$568.8M
Employees
60
Clients
184

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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