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CIM, LLC (d/b/a Currant Wealth Management & d/b/a Currant Investment Management) Client Relationship Summary (Form CRS) 6/30/2020 CIM, LLC is registered with the U.S. Securities and Exchange Commission
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Form CRS (Client Relationship Summary) from Neuberger Berman is a disclosure document that provides essential information about the firm’s investment services, fees, and conflicts of interest to help clients understand their relationships with financial professionals.
Investment advisors and broker-dealers are required to file Form CRS if they provide investment advice or brokerage services to retail investors.
To fill out Form CRS, firms must provide details about their services, fees, disciplinary history, and how they mitigate conflicts of interest. The form must be concise, standardized, and easy for clients to understand.
The purpose of Form CRS is to promote transparency and help clients make informed decisions regarding their choice of investment advisors or broker-dealers.
Form CRS must report information including the types of services offered, the fees associated with those services, any standards of conduct, and how the firm behaves in addressing conflicts of interest.
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