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Firm Brochure (Part 2A of Form ADV) Item 1 Cover Page PCA Investment Advisory Services, Inc.2133 Lurgy Ave Cincinnati, Ohio 45206 Telephone: (513) 2813366 Email: priestly pencorp.com Web Address:

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How to fill out form adv 2a

01

To fill out Form ADV 2A, follow these steps:

02

Start by providing the basic information about your firm, such as the name, address, and contact details.

03

Indicate the type of advisory services your firm offers and the types of clients it serves.

04

Disclose any affiliations or relationships your firm has with other financial entities.

05

Detail your firm's ownership structure, including any individuals or entities with a significant ownership interest.

06

Provide information about your firm's key personnel, including their background and qualifications.

07

Outline any potential conflicts of interest your firm may have and how you manage them.

08

Disclose your firm's investment strategies and methods used to analyze and select investments.

09

Describe your firm's fee structure, including any performance-based fees or other compensation arrangements.

10

Provide information about your firm's disciplinary history, if any.

11

Finally, review the completed form for accuracy and make sure to sign and date it before submitting.

Who needs form adv 2a?

01

Form ADV 2A is needed by investment advisers registered with the U.S. Securities and Exchange Commission (SEC). It is a required form that provides information about an investment adviser's business, fees, services, and disciplinary history. This form is used to help clients and potential clients make informed decisions when choosing an investment adviser.

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What is form adv 2a?

Form ADV 2A is a document that investment advisors registered with the SEC must file to disclose important information about their firm.

Who is required to file form adv 2a?

Investment advisors registered with the SEC are required to file Form ADV 2A.

How to fill out form adv 2a?

Form ADV 2A can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv 2a?

The purpose of Form ADV 2A is to provide clients and potential clients with information about the investment advisor's business practices, conflicts of interest, and disciplinary history.

What information must be reported on form adv 2a?

Form ADV 2A requires investment advisors to report information such as their fees, services offered, client types, and any conflicts of interest.

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