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1CONFIRMATION

INCLINE VILLAGE, NV · CRD 295180 · IAPD ↗ · 1confirmation.com · 917-574-2915

$860.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — 1CONFIRMATION reported RAUM up 55% ($556.0M -> $860.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — 1CONFIRMATION now reports custody of client assets ($520.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.