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SIENA PRIVATE WEALTH, LLC

EIN 99-1779215-financial services-Latest filing 2025
Plans
1
Retirement
1
$127K assets
Welfare
0
Participants
4
80 WEST AVON RD - AVON, CT 06001917-940-9049sienaprivate.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$127K - 4 part

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Retirement#001

SIENA PRIVATE WEALTH, LLC - 401K

401k

Assets$127K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIENA PRIVATE WEALTH, LLC - 401K401k$127K42025
Retirement plans
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