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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: EDGAR INVESTMENT MANAGEMENT, LLC CRD Number: 159196Annual Amendment

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How to fill out form adv part 2

01

Start by gathering all the necessary information and documentation required for Form ADV Part 2.

02

Fill out the various sections of the form accurately and completely, including information about the firm's ownership, services offered, fees, disciplinary history, and conflicts of interest.

03

Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory body.

04

Keep a copy of the completed form for your records.

Who needs form adv part 2?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) need to fill out Form ADV Part 2.

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What is form adv part 2?

Form ADV Part 2 is a document that registered investment advisers must file with the Securities and Exchange Commission (SEC) to provide information about their investment strategies, fees, services, and conflicts of interest.

Who is required to file form adv part 2?

Registered investment advisers are required to file Form ADV Part 2.

How to fill out form adv part 2?

Form ADV Part 2 can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2?

The purpose of Form ADV Part 2 is to provide clients and potential clients with important information about an investment adviser's business practices.

What information must be reported on form adv part 2?

Form ADV Part 2 must include information about the adviser's services, fees, conflicts of interest, disciplinary history, and other relevant details.

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