This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, we makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. We make no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. ENV Financial Services and Cadaret, Grant & Co., Inc. are separate entities.