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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STILLWATER ASSET MANAGEMENT, LLC CRD Number: 288535Annual Amendment
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How to fill out form adv data
How to fill out form adv data
01
Obtain Form ADV by downloading it from the SEC's website or requesting a physical copy from the SEC.
02
Fill out all sections of Part 1 of Form ADV, including information about the adviser's business, services, fees, and disciplinary history.
03
Attach any necessary additional schedules or disclosures required by the SEC.
04
Review the completed Form ADV for accuracy and completeness before submitting it.
05
Submit the Form ADV electronically through the Investment Adviser Registration Depository (IARD) system.
Who needs form adv data?
01
Investment advisers who are registered with the SEC or are required to register with the SEC.
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What is form adv data?
Form ADV data is a set of information and documents submitted by investment advisers to the Securities and Exchange Commission (SEC) or state securities authorities.
Who is required to file form adv data?
Investment advisers registered with the SEC or state securities authorities are required to file Form ADV data.
How to fill out form adv data?
Form ADV data can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv data?
The purpose of Form ADV data is to provide regulatory authorities and investors with information about an investment adviser's business, operations, and conflicts of interest.
What information must be reported on form adv data?
Form ADV data must include information about the adviser's business practices, fees, services offered, disciplinary history, and potential conflicts of interest.
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