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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WEBB FINANCIAL GROUP CRD Number: 291638Annual Amendment All Sections
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Mascoma Wealth Management LLC is a financial advisory firm that provides services such as wealth management, investment advice, and financial planning.
Mascoma Wealth Management LLC is required to file with the appropriate regulatory bodies, such as the Securities and Exchange Commission (SEC) or state regulatory agencies.
To fill out Mascoma Wealth Management LLC, one must provide detailed information about the firm's financial activities, investments, clients, and compliance with regulations.
The purpose of Mascoma Wealth Management LLC is to help clients grow and protect their wealth through strategic financial planning and investment management.
Information that must be reported on Mascoma Wealth Management LLC includes assets under management, investment strategies, fees charged, and any potential conflicts of interest.
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