Get the free Keeley Teton Form ADV Part 2A Brochure March 2018
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111 W. Jackson Blvd., Suite 810 Chicago, IL 60604 (312) 7865000 www.keeleyteton.com Form ADV Part 2A BrochureEffective March 16, 2018, This Brochure provides information about the qualifications and
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How to fill out keeley teton form adv
How to fill out keeley teton form adv
01
Obtain a copy of the Keeley Teton Form ADV.
02
Read the instructions and familiarize yourself with the form.
03
Gather all the necessary information and documents that you will need to complete the form.
04
Start with the basic identification information, such as the name and address of the firm.
05
Provide details about the services offered by the firm.
06
Disclose any disciplinary history or legal actions against the firm or its employees.
07
Provide information about the firm's ownership structure.
08
Detail any affiliations or relationships with other financial institutions.
09
Complete the sections related to the firm's advisory business, including client types, assets under management, and investment strategies.
10
Provide information about the firm's fees and compensation structure.
11
Include any additional information or disclosures required by regulatory authorities.
12
Review the completed form for accuracy and completeness.
13
Submit the Keeley Teton Form ADV to the appropriate regulatory authority.
14
Keep a copy of the submitted form for your records.
Who needs keeley teton form adv?
01
Investment advisory firms and individuals who provide investment advice for a fee need the Keeley Teton Form ADV. This form is required by the U.S. Securities and Exchange Commission (SEC) and state securities authorities to register as an investment adviser and disclose important information about their business practices to clients and regulators.
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