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Form ADV Part 2A Dated: 3252019Intrinsic Wealth Counsel, Inc. (also known as Intrinsic Wealth or IWC, Inc.) 1255 W. Rio Salado Parkway #115 Tempe, AZ 85281 Phone: (480) 9245613 Fax: (480) 9248062
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To fill out Form ADV Part 2A, you need to follow these steps:
02
Begin by providing your firm's name, address, and contact information.
03
Next, include details about your firm's ownership structure and any affiliations.
04
Provide information about your firm's employees, including their education and qualifications.
05
Disclose any disciplinary events or conflicts of interest that may affect your firm's clients.
06
Outline your firm's investment strategies, including the types of investments you offer.
07
Describe your firm's fee schedule and any potential conflicts of interest related to fees.
08
Include information about your firm's performance history and any relevant certifications.
09
Finally, review the completed form for accuracy and completeness before submitting it.

Who needs form advpart 2a?

01
Form ADV Part 2A is needed by investment advisers who are registered with the U.S. Securities and Exchange Commission (SEC) or state securities authorities.
02
It is a required disclosure document that provides detailed information about the adviser's business practices, fees, performance history, and conflicts of interest.
03
This form is important for informing current and prospective clients about the adviser's services and helping them make informed investment decisions.
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Form ADV Part 2A is a required disclosure document that provides key information about an investment advisor.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities authorities are required to file Form ADV Part 2A.
Form ADV Part 2A must be filled out accurately and completely, providing detailed information about the advisor's business practices, fees, conflicts of interest, and disciplinary history.
The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an investment advisor's services, fees, and potential conflicts of interest.
Form ADV Part 2A requires investment advisors to report information such as their services, fee schedules, disciplinary history, and potential conflicts of interest.
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