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Hardwood Investment Strategies, LLC
214 E. Elm Ave., Ste. 104
Monroe, MI 48162
7342422408
www.harwoodinvestments.comForm ADV Part 2A
September 30, 2018This brochure provides information about the
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How to fill out form adv rt 2
How to fill out form adv rt 2
01
To fill out Form ADV RT 2, follow these steps:
1. Start by entering the name of the Registered Investment Adviser (RIA) or Exempt Reporting Adviser (ERA) in Section 1.
2. Provide the RIA or ERA's contact information, including their address, phone number, and email in Section 2.
3. Fill in the details of the RIA or ERA's primary business in Section 3.
4. Disclose any disciplinary events or legal proceedings involving the RIA or ERA in Section 4.
5. Provide information on the RIA or ERA's direct or indirect owners, executive officers, and other advisory affiliates in Section 5.
6. Answer the questions regarding the RIA or ERA's client relationships, fees, and compensation in Section 6.
7. Disclose any additional information required by the form in Section 7.
8. Review the completed form for accuracy and sign it in Section 8.
9. File the form with the appropriate regulatory authority.
02
Who needs form adv rt 2?
01
Form ADV RT 2 is required to be filled out by Registered Investment Advisers (RIA) and Exempt Reporting Advisers (ERA).
02
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What is form adv rt 2?
Form adv rt 2 is a form used by investment advisers to report information about their business practices.
Who is required to file form adv rt 2?
Investment advisers who meet certain criteria are required to file form adv rt 2.
How to fill out form adv rt 2?
Form adv rt 2 can be filled out online through the SEC's Electronic Filing Depository.
What is the purpose of form adv rt 2?
The purpose of form adv rt 2 is to provide transparency to clients and regulators about an investment adviser's business practices.
What information must be reported on form adv rt 2?
Form adv rt 2 requires information about an investment adviser's ownership, fees, services offered, and disciplinary history.
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