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GREEN INVESTMENT MANAGEMENT, INC. Firm Brochure COVER PAGE (Part 2A of Form ADV) Revised March 15, 2016 309 West 7th Street, Ste. 101 Fort Worth, Texas 76102 Phone: (800) 9508004 or (817) 3351178

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How to fill out gim form adv part:

1. Start by gathering all the necessary information and documents required for filling out the form. This may include details about the investment adviser, its business practices, employees, clients, and any disciplinary history.
2. Next, carefully read the instructions provided with the form to understand each section and the information required.
3. Begin filling out the form by providing general information about the investment adviser, such as its name, address, contact details, and registration information.
4. Move on to the different sections of the form, such as the business practices, fees and compensation, and disciplinary information. Provide accurate and detailed information for each section.
5. Pay special attention to any disclosure requirements mentioned in the form. This may include disclosing any conflicts of interest or potential risks associated with the investment adviser's business practices.
6. Double-check all the information provided in the form for accuracy and completeness. Ensure that all required fields are filled out correctly and any supporting documents are attached, if necessary.
7. Once the form is filled out, review it one final time and sign it as required. Keep a copy of the completed form for your records.

Who needs gim form adv part:

1. Investment advisers registered with the Securities and Exchange Commission (SEC) or state securities authorities need to fill out the gim form adv part.
2. This form is required by the SEC to collect and maintain information about the investment adviser's business practices, clients, employees, and potential conflicts of interest.
3. By submitting the form adv part, investment advisers provide transparency and crucial information to regulatory authorities, allowing them to assess the adviser's compliance with applicable securities laws and regulations.

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What is gim form adv part?

GIM Form ADV Part is a document required by the Securities and Exchange Commission (SEC) for investment advisers to disclose key information about their firm.

Who is required to file gim form adv part?

Investment advisers registered with the SEC are required to file GIM Form ADV Part.

How to fill out gim form adv part?

GIM Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of gim form adv part?

The purpose of GIM Form ADV Part is to provide key information about investment advisers to clients and regulators.

What information must be reported on gim form adv part?

GIM Form ADV Part requires information about the investment adviser's services, fees, disciplinary history, conflicts of interest, and other key details.