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BROCHURE SUPPLEMENT
(FORM ADV, PART II)INVESTMENT MANAGEMENT OF VIRGINIA, LLC
File No. 80157765REGINALD GEORGE PICKEREL
Supervised Person
919 East Main Street
Suite 1600
Richmond, Virginia 23219
(804)
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How to fill out form adv part ii

How to fill out form adv part ii
01
To fill out form ADV Part II, you need to follow these steps:
02
Start by providing your firm's name and identification details.
03
Then, provide information about your firm's ownership and control, including details about its organizational structure.
04
Next, disclose any other businesses in which your firm or its principals are involved.
05
Provide details about your firm's advisory business, including the types of clients you serve and the services you offer.
06
Disclose any compensation or fees your firm receives for its advisory services.
07
Provide information about your firm's investment strategies and any material risks associated with them.
08
Disclose any disciplinary history or legal proceedings involving your firm or its personnel.
09
Finally, review and sign the completed form before submitting it to the appropriate regulatory authorities.
Who needs form adv part ii?
01
Form ADV Part II is required for investment advisers registered with the Securities and Exchange Commission (SEC) or state securities authorities. It is a regulatory filing that provides important information about an investment advisory firm, its services, fees, and potential conflicts of interest. Any firm or individual engaged in providing investment advice for compensation needs to complete and file Form ADV Part II.
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What is form adv part ii?
Form ADV Part 2 is a form that registered investment advisers must use to provide clients with critical information about their services, fees, and business practices.
Who is required to file form adv part ii?
Registered investment advisers are required to file Form ADV Part 2.
How to fill out form adv part ii?
Form ADV Part 2 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part ii?
The purpose of Form ADV Part 2 is to provide clients with information about an investment adviser's services, fees, and potential conflicts of interest.
What information must be reported on form adv part ii?
Form ADV Part 2 requires information such as the adviser's services, fees, disciplinary history, conflicts of interest, and other important details.
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