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ITEM 1: COVER PAGE BROCHURE FORM ADV PART 2A ACaliforniaRegisteredInvestmentAdvisor 12975BrookprinterPlace,Suite140 Noway,CA92064 Telephone:(858)4860100 Facsimile:(858)4860108 www.financialbridges.com

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What is cover page model wealth?

Cover page model wealth is a form that provides information about the investment strategy and holdings of a particular investment strategy at a point in time.

Who is required to file cover page model wealth?

Investment advisors who manage more than $100 million in assets and use model portfolios are required to file cover page model wealth.

How to fill out cover page model wealth?

Cover page model wealth can be filled out by disclosing information such as investment strategy, holdings, risks, and performance of the model portfolio.

What is the purpose of cover page model wealth?

The purpose of cover page model wealth is to provide transparency and disclosure about the investment strategy and holdings of the model portfolios managed by investment advisors.

What information must be reported on cover page model wealth?

Information such as investment strategy, holdings, risks, and performance of the model portfolio must be reported on cover page model wealth.

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