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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: REVIEW CPM PCRD Number: 306469Annual Amendment All Sections Rev. 10/20212/13/2023

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How to fill out form adv part 2a

01

Gather all necessary information and documents required for Form ADV Part 2A

02

Start by completing the general information section, including the firm's name, address, contact information, etc.

03

Provide details about the firm's ownership and control structure

04

Disclose information about the firm's advisory services, fees, and compensation

05

Include information about any disciplinary history or conflicts of interest

06

Review the completed form for accuracy and completeness before submitting it

Who needs form adv part 2a?

01

Registered investment advisers (RIAs) in the United States are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC)

02

Firms providing investment advice to clients or managing client assets are typically 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 investment advisers must provide to clients, which includes information about the adviser's business practices, conflicts of interest, and other important details.

Who is required to file form adv part 2a?

All SEC-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 electronically on 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 an investment adviser's business practices and potential conflicts of interest.

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

Form ADV Part 2A must include information about an adviser's services, fees, disciplinary history, conflicts of interest, and other key details.

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