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Item 1: Cover Pageant 2A of Form ADV: Firm Brochure March 20192528 Alamo Country Circle Alamo, CA 94507(925) 9331806Firm Contact:Margaret Rustmargaret@rubeyrust.comChief Compliance Officers brochure

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How to fill out form adv part 2a

01

Gather all relevant information about the investment adviser's business operations, including services offered, fee schedules, disciplinary history, affiliations, and key personnel.

02

Review the instructions provided by the Securities and Exchange Commission (SEC) on filling out Form ADV Part 2A.

03

Complete each section of the form accurately and thoroughly, providing all required information in a clear and concise manner.

04

Be sure to update Form ADV Part 2A promptly if there are any material changes to the investment adviser's business operations or disclosures.

Who needs form adv part 2a?

01

Investment advisers registered with the SEC or state securities regulators are required to file Form ADV Part 2A to provide current and prospective clients with important information about their business practices and potential conflicts of interest.

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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 before or at the time of entering into an advisory contract.

Who is required to file form adv part 2a?

Investment advisers registered with the Securities and Exchange Commission (SEC) or the state securities authorities are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A must 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 an investment adviser's business practices, conflicts of interest, and disciplinary history.

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

Form ADV Part 2A requires investment advisers to report information such as their fee schedule, types of services offered, regulatory assets under management, and key personnel.

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