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COLONYFAMILYOFFICES,LLC4250CongressStreet Suite175 Charlotte,NC28209 (704)2857300(main)(704)2857301(fax) www.colonyfamilyoffices.comTheBrochure Part2AofFormADV March 25, 2019, This brochure provides
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What is colony form adv part?
Colony form adv part is a form that investment advisers must file with the SEC.
Who is required to file colony form adv part?
Investment advisers registered with the SEC are required to file colony form adv part.
How to fill out colony form adv part?
Colony form adv part can be filled out online through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of colony form adv part?
The purpose of colony form adv part is to provide information about the investment adviser's business, fees, services, and conflicts of interest.
What information must be reported on colony form adv part?
Colony form adv part requires information such as assets under management, number of clients, types of clients, and business practices.
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