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Item 1 Cover Affirm Brochure (Part 2A of Form ADV) March 29, 2018MARIETTA INVESTMENT PARTNERS, LLC 100 East Wisconsin Avenue, Suite 2650 Milwaukee, Wisconsin 53202 (414) 2899080 www.mariettallc.comThis

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How to fill out marietta form adv part

01

To fill out Marietta Form ADV Part, follow these steps:

02

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

03

Next, provide information about your firm's ownership, including any direct or indirect owners.

04

Disclose any related persons and their roles within the firm.

05

Describe your firm's advisory business, including the types of clients you serve and the services you offer.

06

Detail any affiliations and business activities that could pose a conflict of interest.

07

Outline your firm's compensation structure, including any fees or expenses charged to clients.

08

Provide information about your firm's disciplinary history and any legal or regulatory actions taken against you.

09

Disclose any financial information, including assets under management and sources of revenue.

10

Attach any necessary exhibits or additional documentation as required.

11

Review and double-check your completed form for accuracy before submitting it.

Who needs marietta form adv part?

01

Marietta Form ADV Part is required for investment advisers who are registered with the Securities and Exchange Commission (SEC). It is a mandatory form that must be filled out and submitted by firms providing investment advisory services to clients.

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What is marietta form adv part?

The Marietta Form ADV Part is a regulatory document that investment advisers must file with the Securities and Exchange Commission (SEC) and state regulators, providing information about the adviser, their business practices, and clients.

Who is required to file marietta form adv part?

Any individual or firm that provides investment advice for compensation and meets the regulatory thresholds is required to file Marietta Form ADV Part.

How to fill out marietta form adv part?

To fill out Marietta Form ADV Part, advisers must provide detailed information about their business, including services offered, types of clients, fee structure, and any disciplinary history. It must be submitted electronically through the Investment Adviser Registration Depository (IARD).

What is the purpose of marietta form adv part?

The purpose of Marietta Form ADV Part is to disclose important information to clients and regulators, ensuring transparency in the operations and practices of investment advisers.

What information must be reported on marietta form adv part?

Marietta Form ADV Part requires reporting of information including business structure, ownership, management team details, services provided, fee schedules, and any potential conflicts of interest.

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