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Form ADV Part 2A Uniform Application for Investment Adviser Registration PEAK CAPITAL MANAGEMENT LLC 9250 E. Costilla Avenue, Suite 110 Greenwood Village, Colorado 80112P: (720) 361 4016 www.pcmstrategies.com

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How to fill out form adv part 2a

01

Gather all the necessary information such as firm information, key personnel, business practices, any disciplinary information, etc.

02

Carefully read the instructions provided by the SEC for filling out form ADV Part 2A.

03

Fill out each section of the form accurately and completely.

04

Review the completed form for any errors or missing information.

05

Submit the form electronically through the Investment Adviser Registration Depository (IARD) system.

Who needs form adv part 2a?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2A.

02

This form is used to provide clients with information about the adviser's business practices, fees, conflicts of interest, and other relevant details.

03

It is a regulatory requirement for investment advisers to provide this disclosure document to clients and potential clients.

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What is form adv part 2a?

Form ADV Part 2A is a regulatory filing required by the Securities and Exchange Commission (SEC) for investment advisors.

Who is required to file form adv part 2a?

Investment advisors registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

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

What is the purpose of form adv part 2a?

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

What information must be reported on form adv part 2a?

Form ADV Part 2A requires information about an investment advisor's services, fees, disciplinary history, conflicts of interest, and code of ethics.

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