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The Firm Brochure Part 2A of Form ADV March 17th, 2022Gordon Asset Management, LLC 4721 Emperor Blvd., Suite 250 Durham, NC 27703 www.WealthQB.comThis brochure provides information about the qualifications

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How to fill out form adv part 2a

01

Start by obtaining a blank Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or your compliance software.

02

Begin by filling out the firm's name, address, and contact information in Section 1.

03

Provide an overview of the firm's business in Section 2, including services offered, investment strategies, and any conflicts of interest.

04

Detail information about the firm's fees, compensation, and performance in Section 3.

05

Describe the firm's investment process, risk factors, and disciplinary history in Section 4.

06

Include information about the firm's key personnel, such as investment advisor representatives, in Section 5.

07

Review the completed Form ADV Part 2A for accuracy and completeness before submitting it to the SEC.

08

Keep a copy of the completed Form ADV Part 2A for your records.

Who needs form adv part 2a?

01

Investment advisors registered with the SEC or applicable state securities authorities are required to file a Form ADV Part 2A.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that registered investment advisers must provide to clients.

Who is required to file form adv part 2a?

Registered investment advisers 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 adviser's business practices, fees, conflicts of interest, and other key aspects of their operations.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about the investment adviser to help them make informed decisions.

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

Form ADV Part 2A requires information about the adviser's services, fees, disciplinary history, conflicts of interest, and other key disclosures.

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