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Gordian Advisors, LLC Client Brochure Form ADV, Part 2A & Part 2B March 19, 2019 2200 E. River Road Ste. 109 Tucson, AZ 85718 (520) 6152779 www.gordianadvisors.com Contact: David Tamra (520) 6152779
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How to fill out form adv 2a and
01
To fill out Form ADV 2A, follow these steps:
02
Begin by inputting the name and contact information for your firm.
03
Provide a brief summary of your firm's business operations.
04
Detail your firm's ownership structure, including any controlling persons or entities.
05
Disclose any affiliations or relationships with other financial firms.
06
Outline the services your firm offers and the fees associated with each service.
07
Provide information about your firm's employees, including their qualifications and responsibilities.
08
Describe any potential conflicts of interest that may exist within your firm.
09
Include information about your firm's disciplinary history, if applicable.
10
Attach any other relevant documents or disclosures as required.
11
Review the completed form for accuracy and completeness before submitting it.
Who needs form adv 2a and?
01
Form ADV 2A is necessary for investment advisers registered with the Securities and Exchange Commission (SEC).
02
It is a regulatory requirement for firms providing investment advice to clients.
03
Even if not required by law, filling out Form ADV 2A can be beneficial for advisers wanting to provide transparency and build trust with their clients.
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