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SEC Form D · filed May 11, 2018

Fidelis Financial Planning LLC

Offering
$20.0M
Sold
Exemption
Rule 506(c)
Industry
Pooled Investment Fund
Location
WEST PALM BEACH, FL
Type
Other Investment Fund

Rule 506(c): private placement that may advertise publicly; all investors must be verified accredited.

People & firms on this filing (3)

Michael Furman · West Palm Beach, FLExecJay Nydick · New York, NYExecNicholas Florio · New York, NYExec

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗