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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ALUMINA WEALTH MANAGEMENT, LLC CRD Number: 291548OtherThanAnnual Amendment
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Gather all necessary information to include in the brochure such as services offered, contact information, and any important disclaimers.
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Who needs brochure form adv part?
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What is brochure form adv part?
Brochure form adv part is a document that contains important information about a registered investment advisor, including their services, fees, and disciplinary history.
Who is required to file brochure form adv part?
Registered investment advisors are required to file brochure form adv part with the Securities and Exchange Commission (SEC) or their state securities regulator.
How to fill out brochure form adv part?
Brochure form adv part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide accurate and updated information about their firm.
What is the purpose of brochure form adv part?
The purpose of brochure form adv part is to provide clients and potential clients with essential information about the investment advisory firm, enabling them to make informed decisions.
What information must be reported on brochure form adv part?
Brochure form adv part must include information about the firm's services, fees, conflicts of interest, disciplinary history, key personnel, and other important details.
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