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PART 2A OF FORM ADV: FIRM BROCHURE Calais Wealth Management LLC 2020 Calais Court Naperville, IL 60563 Telephone: 888.857.7604 Email: CWM calamos.com Web Address: www.wm.calamos.com 03×31/2011 This
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What is cwm part 2a of?
CWM Part 2a is the second part of the Combined Wealth Management form.
Who is required to file cwm part 2a of?
Investment advisors are required to file CWM Part 2a.
How to fill out cwm part 2a of?
CWM Part 2a is filled out by providing detailed information about the advisor's business practices, conflicts of interest, and more.
What is the purpose of cwm part 2a of?
The purpose of CWM Part 2a is to provide transparency to clients about the advisor's practices and potential conflicts of interest.
What information must be reported on cwm part 2a of?
Information such as business practices, fees, conflicts of interest, disciplinary information, and more must be reported on CWM Part 2a.
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