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Capital Ideas, Inc. Customer Relationship Summary (Form CRS) June 30, 2020Introduction Capital Ideas, Inc. is registered with the Securities and Exchange Commission (SEC) as an investment adviser.
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Capital Ideas Inc Customer refers to the clients or customers of the company Capital Ideas Inc.
The employees or representatives of Capital Ideas Inc are required to file information about their customers.
To fill out information about Capital Ideas Inc customers, employees can use the forms provided by the company or input data into the company's database.
The purpose of maintaining information about Capital Ideas Inc customers is to keep track of client interactions, preferences, and demographics.
Information such as client name, contact details, purchase history, preferences, and feedback may need to be reported for Capital Ideas Inc customers.
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