This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by NTXGen Advisors, LLC, Audible Financial Group, LLC, Etico Partners, LLC, Quartz Partners, LLC, or its subsidiaries or affiliates (collectively, "Etico Financial"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and NTXGen Advisors 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. NTXGen Advisors makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. NTXGen Advisors will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2026-2030 - Asset-Map(r) Holdings, Inc.
Important Disclosures: We urge recipients of this document to visit www.eticofinancial.com/disclosures for complete background information, disclosures, terms and conditions. Investment advice offered through Quartz Partners, LLC, an SEC Registered Investment Adviser. Securities offered by Etico Partners, LLC member FINRA, SIPC. Investing involves the risk of loss. Past performance is no guarantee of future returns. Nothing in this document should be construed as tax advice.