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FORM ADV PART 2A (FIRM BROCHURE) Ensuring Family Offices, Lucite 1 Identification Principal Business Office Address: 150 South US Highway 1 Jupiter, Florida 33477 Main Telephone Number: (561) 7468444
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01
Start by gathering all the necessary information and documents that are required to fill out the form ADV Part 2A for your firm.
02
Begin by providing basic information about your firm, such as its name, address, and contact details.
03
Clearly state the types of services your firm offers and describe how you deliver these services to your clients.
04
Disclose any conflicts of interest that may exist within your firm and explain how you address and manage these conflicts.
05
Provide details about your firm's fee structure, including any fees or expenses that clients may be responsible for.
06
Outline any disciplinary history or legal actions that your firm or its key personnel have been involved in.
07
Include information about your firm's financials, including any affiliations or financial relationships that may exist.
08
Clearly describe the qualifications and experience of your firm's key personnel, including any licenses or certifications they hold.
09
Summarize any other material information that is relevant to your firm's business and operations.
10
Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authorities.

Who needs form advpart 2a firm?

01
Form ADV Part 2A is required for investment advisers who are either registered with the Securities and Exchange Commission (SEC) or state securities authorities.
02
It is necessary for firms that manage at least $25 million in assets or provide investment advice to registered investment companies.
03
Additionally, individuals or firms seeking to register as investment advisers must also complete Form ADV Part 2A.
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Form ADV Part 2A is the disclosure document that registered investment advisers must provide to clients. It contains information about the adviser's services, fees, conflicts of interest, and disciplinary history.
Registered investment advisers are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state securities regulators.
Form ADV Part 2A must be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisers should follow the instructions provided on the form.
The purpose of Form ADV Part 2A is to provide clients with important information about the adviser's business practices, conflicts of interest, and other key disclosures.
Form ADV Part 2A requires advisers to disclose information about their business practices, fees, conflicts of interest, disciplinary history, and other key details related to their advisory services.
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