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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MONTAG & CALDWELL, LLC CRD Number: 104841OtherThanAnnual Amendment All
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reportsadviserinfosecgov pdf 304244form adv is a form required to be filed by investment advisers with the Securities and Exchange Commission (SEC) to register with the agency.
Investment advisers who manage assets exceeding $25 million are required to file reportsadviserinfosecgov pdf 304244form adv.
To fill out reportsadviserinfosecgov pdf 304244form adv, investment advisers must provide detailed information about their business practices, clients, employees, and assets under management.
The purpose of reportsadviserinfosecgov pdf 304244form adv is to provide the SEC with key information about an investment adviser's operations and compliance with regulations.
reportsadviserinfosecgov pdf 304244form adv requires information such as details about the adviser's ownership, fees charged, services offered, and any disciplinary history.
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