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SZC Financial Planning and Management

EST. AUM
$200,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website szcfinancial.com
Client types

Overview

Kestra team located in Germantown, MD. Joined Kestra in Sept 2024.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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