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TIMOTHY FINANCIAL COUNSEL FORM CRS RELATIONSHIP SUMMARY February 2023 INTRODUCTION Timothy Financial Counsel, Inc. (TIMOTHY) is registered with the Securities and Exchange Commission (SEC). Brokerage

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How to fill out 23 form adv part

01

Gather all the necessary information and documentation required to complete Form ADV Part 2.

02

Start by providing general information about your firm, including the name, address, and contact information.

03

Disclose information about your firm's ownership structure and any affiliations with other financial services firms.

04

Provide details about your firm's business activities, including the services offered and the types of clients you work with.

05

Disclose any additional compensation your firm receives for referring clients to other service providers.

06

Provide information about your firm's disciplinary history, including any legal or regulatory actions taken against the firm or its employees.

07

Include information about your firm's code of ethics and how you address conflicts of interest.

08

Finally, review the form for accuracy and completeness before submitting it to the appropriate regulatory authorities.

Who needs 23 form adv part?

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 23 form adv part?

23 form adv part is a form filed with the Securities and Exchange Commission (SEC) by investment advisors.

Who is required to file 23 form adv part?

Investment advisors registered with the SEC are required to file 23 form adv part.

How to fill out 23 form adv part?

23 form adv part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of 23 form adv part?

The purpose of 23 form adv part is to provide key information about the investment advisor's business practices, fees, conflicts of interest, and disciplinary history.

What information must be reported on 23 form adv part?

Information such as assets under management, number of clients, types of clients, services offered, fees charged, and any disciplinary history must be reported on 23 form adv part.

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