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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: KTE CAPITAL MANAGEMENT, LLCCRD Number: 308061Annual Amendment All SectionsRev.
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01
Gather all relevant information about the firm including services offered, key personnel, contact information, and any other important details.
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Include a brief introduction about the firm and its history.
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Any business looking to promote their services and attract potential clients
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What is firm brochure adv part?
Firm brochure adv part is a document that contains important information about a firm, including its services, fees, and disciplinary history.
Who is required to file firm brochure adv part?
Registered investment advisers (RIAs) are required to file firm brochure adv part as part of their obligation to disclose information to clients.
How to fill out firm brochure adv part?
Firm brochure adv part can be filled out by providing accurate and updated information about the firm's services, fees, and any disciplinary history.
What is the purpose of firm brochure adv part?
The purpose of firm brochure adv part is to provide clients with important information about the firm, helping them make informed decisions about their investments.
What information must be reported on firm brochure adv part?
Information that must be reported on firm brochure adv part includes the firm's services, fees, disciplinary history, key personnel, and any conflicts of interest.
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