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WHO Investment Management, Inc. Form ADV Part 2A (the ? Brochure?) 301 Battery Street, Suite 400 San Francisco, CA 94111 415-981-6911 www.whv.com Updated: March 2013 This brochure provides information
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What is form adv part 2a?
Form ADV Part 2A is a form that provides important information about investment advisers, their services, and any potential conflicts of interest.
Who is required to file form adv part 2a?
Investment advisers registered with the Securities and Exchange Commission (SEC) or state securities authorities are required to file Form ADV Part 2A.
How to fill out form adv part 2a?
Form ADV Part 2A is filled out by investment advisers and requires them to provide detailed information about their business practices, ownership, affiliations, and any potential conflicts of interest. It must be filled out accurately and completely.
What is the purpose of form adv part 2a?
The purpose of Form ADV Part 2A is to provide transparency to clients and prospective clients of investment advisers. It helps investors make informed decisions and understand the services being offered.
What information must be reported on form adv part 2a?
Form ADV Part 2A requires investment advisers to report information about their business practices, fees, disciplinary history, conflicts of interest, and any other material information that clients need to know.
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