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Firm Brochure Part 2A of Form ADV El Dorado FINANCIAL, INC. 1100 South Townsend Ave. Montrose, CO 81401 9702499900 (Local) 8774224770 (Toll Free) 9702523940 (Fax) www.ElderadoFinancial.com www.PlanningForStewardship.com
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To fill out Form ADV Part 2A, follow these steps:
02
Start by providing your basic information, such as your name, address, and contact details.
03
Next, include information about your investment adviser business, including its name, location, and the types of services you offer.
04
List any other business activities you engage in that are not related to providing investment advice.
05
Disclose any conflicts of interest that might affect your clients.
06
Include information about your fees and compensation structure.
07
Describe any methods of analysis and investment strategies you use.
08
Provide details about your educational background and professional experience.
09
Mention any disciplinary actions or legal proceedings you have been involved in.
10
Attach any required supporting documents, such as brochures or client agreements.
11
Finally, sign and date the form to certify its accuracy and completeness.

Who needs form adv part 2a?

01
Form ADV Part 2A is required for investment advisers who provide advisory services to clients. Any individual or firm that falls under the definition of an investment adviser and is registered or required to be registered with the Securities and Exchange Commission (SEC) or state securities authorities must file this form. It is an essential tool for communicating information about the adviser's business, services, and potential conflicts of interest to clients.
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Form ADV Part 2A is a document that registered investment advisers are required to provide to clients to disclose information about their services, fees, and potential conflicts of interest. It is also known as the client relationship summary.
Registered investment advisers who manage at least $25 million in assets are required to file Form ADV Part 2A.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system by registered investment advisers.
The purpose of Form ADV Part 2A is to provide clients with important information about the services, fees, and potential conflicts of interest of their investment adviser.
Form ADV Part 2A must include information about the adviser's services, fees, disciplinary history, conflicts of interest, and other key information that clients need to know.
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