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Firm Brochure (Part 2A of Form ADV) Osborne Partners Capital Management, LLC 580 California Street, Suite 1900 San Francisco, CA 94104 (415) 3625637 (415) 3625996 Fax www.osbornepartners.com Compliance
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To fill out firm brochure part 2a, follow these steps: 1. Begin by gathering all the necessary information about your firm.
02
Open the brochure template and locate section 2a.
03
Fill in the required fields such as the firm's name, address, contact information, and logo.
04
Provide a brief overview of your firm's history, including its establishment date and any significant milestones.
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Describe the firm's mission, vision, and values, highlighting what sets it apart from competitors.
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Include details about the firm's services, specialization areas, and any unique selling points.
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Emphasize the firm's expertise and professional qualifications of its team members.
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Firm brochure part 2a is a document that discloses information about a financial firm's services, fees, and potential conflicts of interest.
Registered investment advisors are required to file firm brochure part 2a with the Securities and Exchange Commission (SEC) or state securities regulators.
Firm brochure part 2a can be filled out by providing accurate and detailed information about the firm's operations, policies, and practices.
The purpose of firm brochure part 2a is to provide clients with essential information about the firm's services, fees, and potential conflicts of interest to make informed decisions.
Firm brochure part 2a must include information about the firm's advisory services, fees, disciplinary history, conflicts of interest, and other relevant disclosures.
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