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CHILTON INVESTMENT SERVICES, LLC Form ADV Part 2A: Firm Brochure Item 1 Cover PageChilton Investment Services, LLC 1290 East Main Street 1st Floor Stamford, CT 06902 (203) 3524000March 30th, 2017This
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How to fill out form adv - chilton
How to fill out form adv - chilton
01
To fill out Form ADV - Chilton, follow these steps:
02
Begin by providing your basic information, such as your name, address, and contact details.
03
Enter the name and contact information of your firm's executive officer or partner.
04
Specify the type of registration application you are filing, whether it is an initial filing or an amendment.
05
Provide details about your firm's ownership structure, including whether it is a sole proprietorship, partnership, corporation, or other entity.
06
Disclose if your firm is part of a larger organization, and provide information about any affiliates or subsidiaries.
07
Indicate whether your firm has any additional offices and provide their addresses.
08
Describe the types of investment advisory services your firm offers and the assets under management.
09
Provide information about your firm's clients, including the types of clients you serve and any minimum investment requirements.
10
Disclose any compensation arrangements or fee structures used by your firm.
11
Answer additional questions about your firm's business practices and potential conflicts of interest.
12
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authority.
Who needs form adv - chilton?
01
Form ADV - Chilton is needed by investment advisers who are seeking to register with the Securities and Exchange Commission (SEC) or state securities authorities.
02
It is a required form for firms that provide investment advisory services and have assets under management of $25 million or more.
03
Smaller firms with assets under management of less than $25 million may need to file a different version of Form ADV with state securities authorities.
04
Form ADV - Chilton helps regulatory authorities monitor and regulate investment advisers to protect investors and ensure compliance with applicable laws and regulations.
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What is form adv - chilton?
Form ADV-Chilton is a form used by investment advisers to register with the Securities and Exchange Commission (SEC) and provide information about their firm and business practices.
Who is required to file form adv - chilton?
Investment advisers who manage more than $25 million in assets or who provide advice to a registered investment company are required to file Form ADV-Chilton.
How to fill out form adv - chilton?
Form ADV-Chilton can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. It requires information about the adviser's business practices, ownership, clients, and conflicts of interest.
What is the purpose of form adv - chilton?
The purpose of Form ADV-Chilton is to provide transparency to clients and regulatory authorities about an investment adviser's business practices and potential conflicts of interest.
What information must be reported on form adv - chilton?
Information required on Form ADV-Chilton includes details about the adviser's ownership, clients, employees, compensation, and business practices.
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