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ClientsJulian Frost

Julian Frost

Active

Age 43 · Boulder, Colorado

AdvisorOwen MarshRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 10, 2026
OverviewAssetsGoals3Documents3Contact log2
DocumentCategoryUpdatedUpdated bySize
account-agreement.pdf
AgreementApril 26, 2021Owen Marsh1.2MB
id-drivers-license.pdf
ID documentFebruary 9, 2026Owen Marsh830KB
proposal-2026-06.pdf
ProposalRead-onlyJune 19, 2026Owen Marsh2.7MB