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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC CRD Number: 269982Annual

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How to fill out form adv part 2a

01

Obtain a blank Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or from your compliance platform.

02

Fill in the general information section, including the name of the investment advisor, address, and contact information.

03

Provide information about the advisory business, including services offered, fee schedule, and any conflicts of interest.

04

Disclose information about the advisor's educational background, business practices, and disciplinary history.

05

Include a description of the advisory firm's investment philosophies and strategies.

06

Review the completed form for accuracy and compliance with SEC regulations before submitting electronically.

Who needs form adv part 2a?

01

Investment advisors registered with the SEC are required to complete Form ADV Part 2A to provide clients with important information about their advisory business.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that registered investment advisors (RIAs) must provide to clients outlining the advisor's services, fees, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2a?

Registered investment advisors (RIAs) are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

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 RIA, including services offered, fees, conflicts of interest, and disciplinary history.

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

Form ADV Part 2A requires reporting on the RIA's services, fees, conflicts of interest, disciplinary history, and other business practices.

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