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Tennis Capital Management, Inc. Form ADV Part 2A Disclosure Brochure March 14, 2019Mengis Capital Management, Inc. One SW Columbia, Suite 780 Portland, Oregon 97258 www.mengiscapital.com 503.916.0776
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How to fill out 2019 mcm form adv
How to fill out 2019 mcm form adv
01
To fill out the 2019 MCM Form ADV, follow these steps:
02
Gather all the necessary information such as the firm's name, address, and contact details.
03
Provide details about the firm's ownership, including the names, addresses, and other identifying information of the firm's owners.
04
Disclose any affiliations or relationships with other financial firms.
05
Provide information about the firm's employees, including their roles and responsibilities.
06
Detail the firm's investment strategies and the types of securities they handle.
07
Disclose any disciplinary history or conflicts of interest.
08
Provide financial information about the firm, including assets under management and client types.
09
Complete other required sections or disclosures as specified in the form.
10
Review the filled form for accuracy and completeness.
11
Sign and date the form.
12
Submit the completed form to the appropriate regulatory authority.
Who needs 2019 mcm form adv?
01
The 2019 MCM Form ADV is required for investment advisers and firms who meet the criteria set by the Securities and Exchange Commission (SEC) or the relevant state securities authorities.
02
It is typically needed by those who provide investment advice, manage client assets, or are engaged in similar activities within the financial industry.
03
These can include registered investment advisers, registered investment companies, private funds, and other similar entities.
04
It is important to consult the SEC or relevant state authorities to determine if the firm or individual is required to file the 2019 MCM Form ADV.
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What is mcm form adv part?
MCM Form ADV Part is a form that investment advisers must file with the Securities and Exchange Commission (SEC) to register and remain compliant.
Who is required to file mcm form adv part?
Investment advisers who manage assets for clients and meet certain thresholds are required to file MCM Form ADV Part.
How to fill out mcm form adv part?
MCM Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of mcm form adv part?
The purpose of MCM Form ADV Part is to provide the SEC and clients with important information about the investment adviser's business practices and potential conflicts of interest.
What information must be reported on mcm form adv part?
MCM Form ADV Part requires information about the adviser's business practices, fees, conflicts of interest, and disciplinary history, among other things.
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