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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FLOATING POINT Advisers LLC CRD Number: 310440SEC ERA Report, Annual
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01
Gather all necessary financial documents such as income statements, tax returns, and investment portfolios.
02
Schedule a meeting with a financial advisor from Floating Point Advisors LLC.
03
During the meeting, discuss your financial goals, risk tolerance, and investment preferences.
04
Provide the advisor with any additional information they may need to create a customized financial plan for you.
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Review and sign any documents necessary to begin working with Floating Point Advisors LLC.

Who needs floating point advisors llc?

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Individuals who are looking for personalized financial advice and guidance.
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Those who want to optimize their investment portfolios and retirement planning.
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Business owners seeking assistance with financial planning and wealth management.
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Anyone interested in improving their financial well-being and future financial security.
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Floating Point Advisors LLC is a financial advisory firm that specializes in providing advice on investments and financial planning.
Floating Point Advisors LLC is required to file with the appropriate regulatory bodies, such as the Securities and Exchange Commission (SEC), if they meet certain criteria such as managing a certain amount of assets.
Floating Point Advisors LLC must submit the necessary forms and documentation to the regulatory bodies, following their guidelines and deadlines.
The purpose of Floating Point Advisors LLC is to provide financial advice and guidance to clients to help them achieve their investment goals.
Floating Point Advisors LLC must report information such as their assets under management, investment strategies, fees charged to clients, and any conflicts of interest.
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