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Firm Brochure (Part 2A of Form ADV) The Asset Advisory Group, Inc. 9200 Montgomery Road Cincinnati, Ohio 45242 (513) 7717222 (888) 2347982 www.taaginc.com info taaginc.com This brochure provides information
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How to fill out form adv 2a 00048438doc
How to fill out form adv 2a 00048438doc:
01
Start by carefully reading all the instructions provided in the form. This will give you a clear understanding of the information required and the format in which it should be entered.
02
Begin filling out the form by providing your personal information. This includes your name, contact details, and any other relevant identifying information.
03
Next, provide details about your investment adviser firm. Include information such as its name, address, and contact information.
04
In the form, you will also need to disclose any disciplinary history and other legal or regulatory issues involving your firm or its key personnel. Be sure to provide accurate and complete information in this section.
05
The form will also require you to provide details about your ownership structure and any affiliations with other financial entities. Specify any relationships that may exist with other firms.
06
Additionally, you will have to provide information about your firm's business practices, fees, and compensation structures. Be thorough and transparent in disclosing all relevant details.
07
Once you have completed filling out the form, review it carefully to ensure accuracy and completeness. Make any necessary corrections before submitting it.
Who needs form adv 2a 00048438doc:
01
Investment adviser firms that are registered with the Securities and Exchange Commission (SEC) are required to file form adv 2a. This form serves as a disclosure document that provides information about the firm's business practices, fees, and affiliations.
02
Form adv 2a helps clients and potential clients make informed decisions by providing them with details about the investment adviser firm's services, investment strategies, and potential conflicts of interest.
03
By completing and filing this form, investment adviser firms demonstrate compliance with regulatory requirements and promote transparency in their relationships with clients.
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