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Tillman Hartley LLC Form CRS/Customer Relationship Summary June 25, 2020, IntroductionWhat investment services and advice can you provide me? Tillman Hartley (the Firm) is a limited liability company
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Anyone who is required to file taxes for the specific period mentioned (20200618) and falls under the name Tillman Hartley Adv needs this form. It is typically used by individuals or entities that have taxable income and are obligated to report it to the tax authorities.
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The 20200618 Tillman Hartley ADV is a specific form used by investment advisers to register with the SEC and provide information about their business, ownership, and practices.
Investment advisers who manage more than a certain amount of assets or provide advice to clients for compensation are required to file the 20200618 Tillman Hartley ADV.
To fill out the 20200618 Tillman Hartley ADV, advisers must provide their business structure, services offered, fees, and other relevant information as required by the form instructions.
The purpose of the 20200618 Tillman Hartley ADV is to ensure transparency and provide necessary information to clients and regulators about the investment adviser's operations and practices.
Information required includes the adviser's business name, location, ownership structure, range of services provided, fee schedule, and any disciplinary history.
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