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Get the free Form ADV Part 2A: Firm Brochure - ironfinancial.com

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Form ADV Part 2A: Firm Brochure July 2021IRON Financial, LLC 630 Dundee Road Suite 200 Northbrook, IL 60062 Telephone: 8477153200 Contact email: tim.ziemba@ironfinancial.com Website: www.ironfinancial.comThis
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To fill out form ADV Part 2A, follow these steps:
02
Start by providing your basic identification information, such as your name, address, and contact details.
03
Next, provide information about your background, including your education, employment history, and any disciplinary actions taken against you.
04
Disclose any financial industry affiliations you may have, such as relationships with other investment advisors or broker-dealers.
05
Describe your business, including the types of clients you serve, the services you offer, and any investment strategies you employ.
06
Provide details about your fees, compensation, and any potential conflicts of interest you may have.
07
If you manage or recommend specific investments, disclose information about the types of investments you recommend, any limitations or restrictions you may have, and any third-party custodians you use.
08
Disclose any additional information required by the form, such as your code of ethics or participation in wrap fee programs.
09
Review your completed form for accuracy and completeness before submitting it.
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Sign and date the form to certify its accuracy.

Who needs form adv part 2a?

01
Form ADV Part 2A is required for investment advisors who are registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. It provides important information to clients and prospective clients about the advisor's services, fees, and potential conflicts of interest. Therefore, any investment advisor who is registered with the SEC needs to fill out Form ADV Part 2A.
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Form ADV Part 2A is a brochure which provides information about an investment advisor's qualifications, business practices, and conflicts of interest.
Investment advisors registered with the SEC are required to file Form ADV Part 2A.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Form ADV Part 2A is to provide clients with important information about an investment advisor's services and fees.
Form ADV Part 2A must include information about an investment advisor's business practices, fees, conflicts of interest, and disciplinary history.
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