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FORM×ADV×PART×2AD I S C L O S U R EX R O C H You're Financial×Planning×Fort×CollinsOffice×Address:375×E. Horse tooth×Road, Building 3, Suite×203Fort×Collins, ×CO 80525Tel:9702250504Fax: 9706580050info×photo.comFinancialPlanningFortCollins.comThisbrochureprovidesinformationaboutthequalificationsandbusinesspracticesofFinancial×Planning×Fort×Collins×being×registered×as a registered×investment×advisor×and×does

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The 2018-02-01 - form adv is typically required by investment advisers who are registered with the Securities and Exchange Commission (SEC) or state securities authorities. It allows them to provide certain disclosure information to clients and potential clients. Additionally, firms managing $25 million or more in regulatory assets under management must file a Form ADV with the SEC, while firms with lower assets may be required to file with state securities authorities.

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What is 02-01 - form adv?

02-01 - form adv is a form required by the Securities and Exchange Commission (SEC) for investment advisors to register with the SEC.

Who is required to file 02-01 - form adv?

Investment advisors who manage assets of $25 million or more are required to file 02-01 - form adv.

How to fill out 02-01 - form adv?

02-01 - form adv can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of 02-01 - form adv?

The purpose of 02-01 - form adv is to provide information about the investment advisor's business, fees, services offered, conflicts of interest, and disciplinary history.

What information must be reported on 02-01 - form adv?

Information such as the types of clients the advisor serves, the number of employees, business practices, affiliations, and any disciplinary events must be reported on 02-01 - form adv.

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