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FORM CRS CLIENT RELATIONSHIP SUMMARY PARAMETRIC PORTFOLIO ASSOCIATES LLC March 30, 2021, Parametric Portfolio Associates LLC (Parametric, our, or we) is an investment adviser registered with the Securities

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What is form crs client relationship?

Form CRS (Client Relationship Summary) is a document required by the SEC that provides important information about a financial advisory firm's services, fees, conflicts of interest, and disciplinary history.

Who is required to file form crs client relationship?

SEC-registered investment advisers (RIAs) are required to file Form CRS.

How to fill out form crs client relationship?

Form CRS must be completed accurately and comprehensively, providing information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs client relationship?

The purpose of Form CRS is to provide retail investors with clear, concise information about a firm's services, fees, conflicts of interest, and disciplinary history to help them make informed decisions about whether to engage the firm.

What information must be reported on form crs client relationship?

Form CRS requires reporting on the firm's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

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