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Form ADV Part 2A: Firm BrochureItem 1 Cover Page Ark Financial Management, LLC 560 Herndon Parkway, Suite 130 Herndon, VA 20170 Phone: 7037743520 Fax: 7037870267 www.arkfinria.comDate of Disclosure

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How to fill out cover page form adv

01

Obtain a copy of the cover page form adv from the appropriate regulatory agency.

02

Fill in the required information such as name of the investment advisor, address, contact information, type of advisory services provided, and assets under management.

03

Disclose any pertinent information about the advisor's business practices, conflicts of interest, disciplinary history, and other relevant details.

04

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

Who needs cover page form adv?

01

Investment advisors who are registered with a regulatory agency are required to fill out the cover page form adv.

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What is cover page form adv?

Cover page Form ADV is a document required to be filed by investment advisors with the Securities and Exchange Commission (SEC).

Who is required to file cover page form adv?

Investment advisors registered with the SEC are required to file cover page Form ADV.

How to fill out cover page form adv?

Cover page Form ADV can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of cover page form adv?

The purpose of cover page Form ADV is to provide key information about the investment advisor to clients and regulatory authorities.

What information must be reported on cover page form adv?

Cover page Form ADV requires information such as the advisor's background, services offered, fee structure, and any potential conflicts of interest.

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