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ThomasPartners, Inc. Part 2A of Form ADV Brochure 75 Central Street Wellesley, MA 02482 Phone: (781) 431-1430 www.thomaspartnersinc.com Updated: April 1, 2013, This brochure provides information about
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What is thomaspartners form adv?
The ThomasPartners Form ADV is a form that must be filed by investment advisors registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. It is used to collect information about the advisory business, its clients, and potential conflicts of interest.
Who is required to file thomaspartners form adv?
Investment advisors registered with the Securities and Exchange Commission (SEC) are required to file the ThomasPartners Form ADV. These advisors provide advice and guidance on investment choices and manage client portfolios.
How to fill out thomaspartners form adv?
Filling out the ThomasPartners Form ADV involves providing detailed information about the advisor's business, including its ownership structure, services provided, clients, fees, and potential conflicts of interest. The form can be completed electronically through the SEC's online filing system.
What is the purpose of thomaspartners form adv?
The purpose of the ThomasPartners Form ADV is to enable the SEC to assess the risks and operations of investment advisors to protect investors and ensure compliance with securities laws. It also provides transparency to clients and potential investors about an advisor's business.
What information must be reported on thomaspartners form adv?
The ThomasPartners Form ADV requires investment advisors to disclose information such as their business practices, fees, disciplinary history, potential conflicts of interest, and qualifications. It also requires detailed reporting on the advisor's clients, assets under management, and regulatory compliance.
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