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Form ADV Part 2A June 30, 2022This brochure provides information about the qualifications and business practices of Artemis Financial Advisors LLC. If you have any questions about the contents of
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How to fill out artemis form adv
How to fill out artemis form adv
01
To fill out the Artemis Form ADV, follow these steps:
02
Start by entering your firm's legal name, business address, and contact information in the relevant sections.
03
Provide details about your firm's ownership structure, including the names and addresses of your partners, officers, and other owners.
04
Include information about your firm's control persons, such as directors, managing partners, or executive officers.
05
Disclose any disciplinary history or legal actions against your firm or any of its employees.
06
Provide a description of your firm's investment advisory services offered, including the types of clients you serve and the investment strategies you employ.
07
Detail any compensation arrangements or fee structures that your firm uses.
08
Describe your firm's business practices, policies, and procedures, including how you handle client complaints and conflicts of interest.
09
Provide information about your firm's assets under management (AUM) and the types of investments you typically manage.
10
Ensure that you have accurately answered all questions and provided all requested information in the form.
11
Sign and date the completed form.
12
Review the form for any errors or omissions before submitting it to the appropriate regulatory authority.
Who needs artemis form adv?
01
Artemis Form ADV is required for investment advisory firms who are registered with the Securities and Exchange Commission (SEC) or state securities authorities.
02
It is necessary for firms that provide investment advice or manage client assets to complete Artemis Form ADV.
03
Filing Artemis Form ADV is a legal requirement for investment advisors to disclose key information about their firm, its personnel, and its advisory services to regulators and clients.
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What is artemis form adv?
The Artemis Form ADV is a regulatory filing that investment advisors use to register with the SEC or state regulators, providing essential information about their business operations and services.
Who is required to file artemis form adv?
Investment advisors who manage assets over a certain threshold or offer advisory services to clients are required to file the Artemis Form ADV.
How to fill out artemis form adv?
To fill out the Artemis Form ADV, advisors must gather information about their business structure, ownership, services offered, and financial condition, and input this data into the appropriate sections of the form.
What is the purpose of artemis form adv?
The purpose of the Artemis Form ADV is to provide regulators and clients with detailed information about an advisor's business, ensuring transparency and compliance with regulatory requirements.
What information must be reported on artemis form adv?
Reportable information on the Artemis Form ADV includes the advisor's business structure, services offered, fee arrangements, disciplinary history, and the education and backgrounds of key personnel.
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