Get the free April 29 2015 FORM ADV PART 2A BROCHURE

ITEM ONE; COVER PAGE Swisher Financial Concepts, Inc. 612 Office Parkway Suite B Westerville, Ohio 43082 Phone: 6148901930 Fax: 6148901981 Website: www.swisherfinancial.com April 29, 2015, FORM ADV

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What is april 29 form adv?

April 29 form adv is a form required by the Securities and Exchange Commission (SEC) for investment advisors to register with the SEC.

Who is required to file april 29 form adv?

Investment advisors who manage assets exceeding $25 million are required to file april 29 form adv.

How to fill out april 29 form adv?

April 29 form adv can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of april 29 form adv?

The purpose of april 29 form adv is to provide regulatory authorities and clients with information about the investment advisor's business practices, conflicts of interest, and disciplinary history.

What information must be reported on april 29 form adv?

April 29 form adv requires information about the investment advisor's ownership structure, client types, fees, services offered, and any disciplinary history.