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Form ADV Part 2A: Firm Brochure February 17, 201680 Washington Street, Building E13 Orwell, MA 02061 (781) 7920440 www.dfmwealth.comThis brochure provides information about the qualifications and

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What is form adv part 2a?

Form ADV Part 2A is a document that provides information about the investment adviser's services, fees, strategies, and conflicts of interest.

Who is required to file form adv part 2a?

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

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

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about an investment adviser to help them make informed decisions.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires information about an investment adviser's business practices, fees, conflicts of interest, disciplinary history, and other important details.

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