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Building 2FIDUCIARY FIRST

Map pinMAITLAND, FL
Phone407.740.6111
NotebookSEC #801-72234
Total AUM
$2.5B
Employees
7
Clients
27

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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