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Building 2CPF TEXAS

Map pinPLANO, TX
Phone214-696-2323
NotebookSEC #801-80920
Total AUM
$233M
Employees
12
Clients
198

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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