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Hardwood Investment Strategies, LLC
214 E. Elm Ave., Ste. 104
Monroe, MI 48162
7342422408
www.harwoodinvestments.comForm ADV Part 2A
November 22, 2016This brochure provides information about the qualifications
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How to fill out form adv rt 2
How to fill out form adv rt 2
01
To fill out Form ADV RT 2, follow these steps:
02
Start by providing your firm's name, CRD number, and contact information.
03
Indicate whether you are a new firm or updating an existing form.
04
Answer the questions regarding your firm's business activities, investment strategies, and client types.
05
Provide information about your firm's advisory personnel, including their qualifications and experience.
06
Include any disciplinary history or conflicts of interest that may impact your firm's clients.
07
Disclose your firm's fee structure and any other compensation arrangements.
08
Provide information about your firm's custody of client assets, if applicable.
09
Complete the sections regarding your firm's performance and advertising practices.
10
Sign and date the form, and include the contact information for the person responsible for the form.
11
Review the form for accuracy and completeness before submitting it to the appropriate regulatory authorities.
Who needs form adv rt 2?
01
Form ADV RT 2 is needed by investment advisors and firms that are registered with the Securities and Exchange Commission (SEC) or state securities regulators.
02
This form is used to disclose information about the advisor's business practices, investment strategies, and fees to clients and regulatory authorities.
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What is form adv rt 2?
Form ADV RT 2 is a report that investment advisers must file with the Securities and Exchange Commission (SEC) to provide information about their business operations and financial health.
Who is required to file form adv rt 2?
All registered investment advisers are required to file Form ADV RT 2.
How to fill out form adv rt 2?
Form ADV RT 2 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv rt 2?
The purpose of Form ADV RT 2 is to provide transparency to investors and regulatory authorities about an investment adviser's business practices and financial condition.
What information must be reported on form adv rt 2?
Form ADV RT 2 requires information about an investment adviser's ownership, clients, assets under management, and disciplinary history.
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