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FormADVPart2UllandInvestmentAdvisors,LLC3/25/2022 UllandInvestmentAdvisors, LLC 4550IDSCenter 80South8thStreet Minneapolis,MN55402 pH:612.312.1400 FX:612.204.3464 FormADVPart2A ClientBrochure 3/25/2022

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How to fill out form adv part 2a

01

Gather all relevant information about your firm, including ownership structure, assets under management, and any affiliations.

02

Fill out the General Instructions section with basic information about your firm, such as its name, address, and contact information.

03

Complete the Information About Your Advisory Business section, providing details on your services, client types, and compensation structure.

04

Disclose any conflicts of interest or disciplinary history in the Disclosure section.

05

Provide information on your firm's key personnel, including their background and experience, in the Key Personnel section.

06

Fill out the Additional Information section with any other relevant details about your firm.

07

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

Who needs form adv part 2a?

01

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

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What is form adv part 2a?

Form ADV Part 2A is a form that investment advisers are required to file with the Securities and Exchange Commission (SEC) to provide information about the firm, its employees, and its investment strategies.

Who is required to file form adv part 2a?

Investment advisers registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out by providing detailed information about the investment adviser's business practices, fees, conflicts of interest, and other relevant information.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide transparency to clients and regulators by disclosing key information about the investment adviser.

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

Form ADV Part 2A requires information about the investment adviser's business practices, fees, disciplinary history, conflicts of interest, and other relevant information.

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