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Form ADV Part 2A Firm BrochureASSET ALLOCATION STRATEGIES, LLC 33305 Grand River Avenue Farmington, Michigan 48336 [CRD # 152339] www.glpfinancialgroup.com Main Office: 248.489.0101March 31, 2022Asset

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How to fill out form adv part 2a

01

Gather all relevant information such as firm name, address, contact information, etc.

02

Start by filling out the cover page with basic information about the firm and the date of filing.

03

Provide information about the firm's ownership structure, including any affiliated entities.

04

Include details about the firm's investment strategies and services offered.

05

Disclose information about any disciplinary history or conflicts of interest.

06

Complete the required sections on the form, following the instructions provided by the SEC.

07

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

Who needs form adv part 2a?

01

Registered investment advisers (RIAs) in the United States are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC).

02

This form is also used by state-registered investment advisers to provide disclosure information to clients and prospective clients.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that investment advisers registered with the Securities and Exchange Commission are required to provide to clients.

Who is required to file form adv part 2a?

Investment advisers registered with the Securities and Exchange Commission are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A is filled out by providing information about the adviser's business practices, conflicts of interest, fees, and services offered.

What is the purpose of form adv part 2a?

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

What information must be reported on form adv part 2a?

Information such as the adviser's services, fees, disciplinary history, conflicts of interest, and other key details must be reported on Form ADV Part 2A.

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