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FORM ADV Part 3: Form CRS Relationship SummaryDATE: June 30, 2020Introduction Intro Financial, LLC. (Intro, we, us, our) is a registered investment adviser registered with the Securities and Exchange
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Form CRS - Intrua is a form that must be filed by certain financial institutions to disclose key information to retail investors.
Financial institutions that provide investment advisory services to retail investors are required to file Form CRS - Intrua.
Form CRS - Intrua can be filled out electronically or on paper. It requires providing information about the financial institution, its services, fees, conflicts of interest, and disciplinary history.
The purpose of Form CRS - Intrua is to provide retail investors with easy-to-understand information about the services, fees, and potential conflicts of interest of the financial institution.
Form CRS - Intrua must report information about the financial institution's services, fees, disciplinary history, conflicts of interest, and key personnel.
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