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Building 2FINANCIAL INSIGHT CENTER

Map pinSALT LAKE CITY, UT
Phone(801) 449-3239
NotebookSEC #801-71396
Total AUM
$420M
Employees
13
Clients
1,429

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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