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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ARCHWAY INVESTMENT MANAGEMENT LLC CRD Number: 323048SEC ERA Report All

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How to fill out archway investment management llc

01

Gather all the necessary documentation such as identification, financial statements, and investment goals.

02

Contact Archway Investment Management LLC to set up an initial meeting or consultation.

03

Complete any required forms or questionnaires related to your financial situation and investment preferences.

04

Provide any additional information or documents requested by Archway Investment Management LLC.

05

Review and sign the investment agreement outlining the terms and conditions of the management services.

06

Regularly communicate with your investment manager to discuss your portfolio performance and financial goals.

Who needs archway investment management llc?

01

Individuals looking for professional investment management services to help grow their wealth and achieve their financial goals.

02

Businesses or organizations seeking advice on managing their financial assets and investments.

03

High-net-worth individuals or families who want personalized investment strategies and wealth management solutions.

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What is archway investment management llc?

Archway Investment Management LLC is a registered investment advisor firm that provides investment management services to clients.

Who is required to file archway investment management llc?

Archway Investment Management LLC is required to file with the Securities and Exchange Commission (SEC) as a registered investment advisor firm.

How to fill out archway investment management llc?

To fill out Archway Investment Management LLC, the firm must provide information regarding its clients, assets under management, investment strategies, and any conflicts of interest.

What is the purpose of archway investment management llc?

The purpose of Archway Investment Management LLC is to manage investments on behalf of clients in accordance with their stated investment objectives and risk tolerance.

What information must be reported on archway investment management llc?

Archway Investment Management LLC must report information such as client assets under management, fees charged, investment strategies employed, and any disciplinary history.

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