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3/3/2021IARD All Sections Username: asupport36, Org ID: 167225 FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ELM PARTNERS

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How to fill out form adv part 2

01

Step 1: Gather all necessary information and documents

02

Step 2: Start filling out the basic information section, including the name and address of the filing adviser

03

Step 3: Proceed to the Part 2A section and provide information about the adviser's business, services, fees, and disciplinary history

04

Step 4: Move on to the Part 2B section and provide details about the qualifications and experience of the advisory employees

05

Step 5: Complete the Schedule F section if applicable, which requires reporting certain financial industry affiliations

06

Step 6: Review the completed form for accuracy and completeness

07

Step 7: Sign and date the form

08

Step 8: Submit the form electronically through the Investment Adviser Registration Depository (IARD)

Who needs form adv part 2?

01

Investment advisers registered or applying for registration with the U.S. Securities and Exchange Commission (SEC) or state securities authorities need to fill out Form ADV Part 2.

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What is form adv part 2?

Form ADV Part 2 is a document that registered investment advisors must provide to clients, outlining important information about the advisor's services, fees, and background.

Who is required to file form adv part 2?

Registered investment advisors are required to file Form ADV Part 2.

How to fill out form adv part 2?

Form ADV Part 2 can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2?

The purpose of Form ADV Part 2 is to provide clients with important information about an investment advisor's services, fees, and background.

What information must be reported on form adv part 2?

Form ADV Part 2 must include information about the advisor's services, fees, disciplinary history, conflicts of interest, and background.

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