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Mohawk Capital Advisors, LLC Form CRS Customer Relationship Summary June 25, 2020, Item 1. Introduction Mohawk Capital Advisors, LLC is registered with the Securities and Exchange Commission as an

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Gather all necessary information about the client, including personal details, financial information, investment objectives, and risk tolerance.

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Use clear and concise language when completing the form to ensure understanding by the client.

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Who needs client relationship summary form?

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Financial advisors, investment firms, and other professionals who provide financial advice to clients typically need to fill out and maintain client relationship summary forms.

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What is client relationship summary form?

The client relationship summary form, also known as Form CRS, is a document that registered investment advisers and broker-dealers must provide to retail investors.

Who is required to file client relationship summary form?

Registered investment advisers and broker-dealers are required to file the client relationship summary form.

How to fill out client relationship summary form?

The client relationship summary form can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and more.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to enhance communication between the firm and retail investors, by providing them with clear and concise information about the firm's services and fees.

What information must be reported on client relationship summary form?

The client relationship summary form must include information about the firm's services, fees, conflicts of interest, disciplinary history, and more.

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