Get the free Form ADV Part 2A Hendershot Investments, Inc.

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A Summary of Your Advisory Relationship with Henderson Investments, Inc. Henderson Investments, Inc. is registered with the Securities and Exchange Commission (SEC) as an investment adviser. We have

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How to fill out form adv part 2a

01

Start by downloading the Form ADV Part 2A from the SEC website.

02

Fill out the general information section, including your firm's name, address, and contact information.

03

Provide details about your firm's business practices, investment strategies, and any conflicts of interest that may exist.

04

Disclose information about your firm's fees, compensation, and any disciplinary history.

05

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

Who needs form adv part 2a?

01

Registered investment advisers in the United States are required to fill out Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information about a registered investment adviser (RIA) firm's business practices, fees, services, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2a?

Registered investment adviser (RIA) firms are required to file Form ADV Part 2A as part of their registration with the Securities and Exchange Commission (SEC) or state securities authorities.

How to fill out form adv part 2a?

Form ADV Part 2A is filled out by providing accurate and complete information about the RIA firm's business practices, conflicts of interest, fees, services, and disciplinary history in the sections provided.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an RIA firm to help them make informed decisions about whether to engage the firm's services.

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

Information that must be reported on Form ADV Part 2A includes the RIA firm's business practices, fees, services, conflicts of interest, and disciplinary history.

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