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Get the free Form ADV (Part 2A & 2B) - Arrowroot Family Office, LLC - (FINAL - 04.27.21)

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Item 1. Cover Waveform ADV Part 2A Last Updated: April 27, 2021Arrowroot Family Office, LLC CRD Number: 168744 4553 Glencoe Avenue, Suite 201 Marina del Rey, CA 90292 Tel (310) 3414774 Fax (310) 8701696
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How to fill out form adv part 2a

01
To fill out Form ADV Part 2A, follow these steps:
02
Gather all the necessary information about your investment advisory business, including its background, services offered, and fee structures.
03
Start by completing the General Information section, which includes details about the firm's name, address, and contact information.
04
Fill in the information regarding your firm's ownership, including any affiliations or control relationships.
05
Provide details about your firm's employees, including their names, positions, and qualifications.
06
Describe the types of advisory services your firm offers and the fees charged for each service.
07
Explain your firm's investment strategies, including any significant risks involved.
08
Disclose any conflicts of interest that may exist within your firm.
09
Provide information about your firm's disciplinary history, if applicable.
10
Complete the sections regarding your firm's financials, including any assets under management and sources of revenue.
11
Review the form to ensure all the information provided is accurate and complete.
12
Sign and date the form, and file it electronically with the Securities and Exchange Commission (SEC) through the Investment Adviser Registration Depository (IARD).

Who needs form adv part 2a?

01
Form ADV Part 2A is required by investment advisory firms that are registered with the Securities and Exchange Commission (SEC) or state securities authorities. These firms must provide this form to clients and potential clients to disclose important information about their business, services offered, fees charged, investment strategies, potential conflicts of interest, and disciplinary history.
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Form ADV Part 2A is a disclosure document that provides important information about an investment adviser and the services they offer.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A.
Form ADV Part 2A should be completed by providing accurate and up-to-date information about the investment adviser's business practices, fees, conflicts of interest, and disciplinary history.
The purpose of Form ADV Part 2A is to provide clients and prospective clients with key information about an investment adviser to help them make informed decisions.
Form ADV Part 2A must include information about the adviser's business practices, fees, conflicts of interest, disciplinary history, and other relevant details.
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