Get the free Part 2 Form ADV - Parkside Advisors
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Park side Advisors LLC
Part 2A of Form ADV: The Brochure2040 Bancroft Way, Suite 300
Berkeley, CA 94704
5108831350
www.parksideadvisors.comAugust 31, 2018Item 1: Cover Page
Item 1: Cover Page
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How to fill out part 2 form adv
How to fill out part 2 form adv
01
To fill out Part 2 of Form ADV, you need to follow these steps:
02
Gather all the necessary information, including the name and contact details of the investment adviser, information about their employees, and any disciplinary history.
03
Begin by completing Section 1, which covers the investment adviser's business and ownership information.
04
Move on to Section 2, where you will provide details about the investment adviser's clients, including the types of clients they work with and the services they offer.
05
In Section 3, disclose any disciplinary information about the investment adviser and its employees.
06
Fill out Section 4, which covers the investment adviser's affiliations and other business activities.
07
Complete Section 5 by providing information about the investment adviser's custody of client assets, if applicable.
08
In Section 6, provide details about the investment adviser's compensation structure and fee schedule.
09
Finally, review the completed form for accuracy and submit it to the appropriate regulatory authorities.
10
Please note that this is a general overview, and you should refer to the official instructions and guidelines provided by the regulatory authorities for more detailed guidance.
Who needs part 2 form adv?
01
Part 2 of Form ADV is required to be filled out by registered investment advisers (RIAs) who are required to do so by the Securities and Exchange Commission (SEC) or state regulatory authorities.
02
RIAs who manage assets of $25 million or more are required to register with the SEC, while those who manage assets below this threshold are typically regulated by state authorities.
03
Therefore, any investment adviser who falls under the regulatory oversight of the SEC or state authorities will need to fill out Part 2 of Form ADV.
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