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Form CRS Part 3 of Form ADV LIMA Capital LLC Relationship Summary June 30, 2020, Introduction: LIMA Capital LLC has been registered as an investment advisor since 2002 with the Securities and Exchange
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What is form crsform adv part?
Form CRS/Form ADV Part 3 is a disclosure document that provides information about a financial advisor's services, fees, and conflicts of interest to clients.
Who is required to file form crsform adv part?
Financial advisors who are registered with the SEC or state securities regulators are required to file Form CRS/Form ADV Part 3.
How to fill out form crsform adv part?
Form CRS/Form ADV Part 3 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form crsform adv part?
The purpose of Form CRS/Form ADV Part 3 is to provide retail investors with simple and clear information about an investment advisor's business.
What information must be reported on form crsform adv part?
Form CRS/Form ADV Part 3 requires information about the advisor's services, fees, disciplinary history, conflicts of interest, and more.
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