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Item 1 Cover Page FORM ADV PART 2A INFORMATION January 25, 2018REVIEW SERVICES, INC. 13255 West Blue mound Road, Suite 205 Brookfield, WI 53005 Phone (262) 7849690 Fax (262) 7843751 Website: www.reviewservicesinc.comThis
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What is review services form adv?
Review services form adv is a form used by investment advisers to report information about the firm's business, services, fees, and any potential conflicts of interest.
Who is required to file review services form adv?
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file review services form adv.
How to fill out review services form adv?
Review services form adv can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of review services form adv?
The purpose of review services form adv is to provide transparency to clients and regulators about an investment adviser's business practices and potential conflicts of interest.
What information must be reported on review services form adv?
Information such as the adviser's assets under management, fees charged, services provided, and any disciplinary history must be reported on review services form adv.
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