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Item 1 Cover Pageants FINANCIAL ADVISORS, LLC 3 Bethesda Metro Center, Suite 700 Bethesda, MD 20814 Phone: (301) 9611585 Fax: (866) 8080430 www.altiusfin.comFORM ADV PART 2A BROCHURE CRD Number: 118287

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How to fill out form adv part 2

01

To fill out form ADV Part 2, follow these steps:

02

Start by providing your firm's name, address, and contact information.

03

Next, disclose any disciplinary information or legal actions against your firm or its employees.

04

Provide a detailed description of your firm's investment strategies, including the types of securities you manage and any investment risks involved.

05

Outline your fee structure and how you calculate fees for your clients.

06

Disclose any conflicts of interest or potential conflicts that may arise with your clients.

07

Describe your firm's business practices and any affiliations with other financial institutions.

08

Provide information about your firm's key personnel and their qualifications.

09

Finally, include any additional information or disclosures required by the Securities and Exchange Commission (SEC) or state securities authorities.

Who needs form adv part 2?

01

Form ADV Part 2 is required for registered investment advisors (RIAs) who are filing with the Securities and Exchange Commission (SEC) or state securities authorities.

02

It is a regulatory filing that provides important information about the RIA's business practices, investment strategies, fees, and potential conflicts of interest.

03

RIAs who manage a certain amount of assets or provide investment advice for a fee are typically required to file Form ADV Part 2.

04

This form helps investors make informed decisions when choosing an investment advisor and ensures transparency in the financial industry.

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What is form adv part 2?

Form ADV Part 2 is a document required to be filed by investment advisers with the Securities and Exchange Commission (SEC) that provides information about the adviser's business practices, conflicts of interest, and other important information.

Who is required to file form adv part 2?

Investment advisers registered with the SEC are required to file Form ADV Part 2.

How to fill out form adv part 2?

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 2?

The purpose of Form ADV Part 2 is to provide clients and potential clients with important information about an investment adviser's business practices and conflicts of interest.

What information must be reported on form adv part 2?

Information such as the adviser's services, fees, conflicts of interest, disciplinary history, and other important information must be reported on Form ADV Part 2.

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