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THESE ARE THE DOCUMENTS WE ARE REQUIRED TO PROVIDE TO EVERY CLIENT THAT WORKS WITH US. THE DISCLOSURE BROCHURE IS A STANDARDIZED FORM THAT CONSUMERS CAN USE TO COMPARE INVESTMENT ADVISERS - IT DESCRIBES HOW WE OPERATE OUR BUSINESS.

 

Disclosure Brochure: 

brochure_2025-mar-05_adv_part_2a_2bs.pdf

 

Fee Table:

fee_table_ma_2024_apdllc_03-12-2024.pdf

Privacy and Security Notice:

privsec_03-20-2024.pdf

Client Contract:

contract_-_apdllc_-_5.28.24.pdf

 

 

 

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Contact Info


Advanced Portfolio Design, LLC

515 Groton Road, Suite 201
Westford MA 01886

 

P: (978) 850-4910

E: pcanniff@apd-llc.com

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