Fillable camico form

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Firm Funds Controlled Supplement 1. List total amount of client funds your Firm and Firm affiliates control or disburse annually: $ 2. Number of clients: 3. On a separate sheet please describe nature of the scope of services provided by the Firm and describe internal controls in place for these services. 4. a. Do you provide business/personal management or family office services or control funds for clients in the...
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