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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: INVESTMENT PROFESSIONALS, INC.CRD Number: 30184OtherThanAnnual Amendment
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Investment Professionals Inc. is a financial services firm that provides investment advisory and management services to clients, including individuals and institutions.
Investment professionals such as registered investment advisors, broker-dealers, and other financial entities may be required to file documents related to Investment Professionals Inc. based on regulatory requirements.
To fill out Investment Professionals Inc., professionals must provide detailed information about their business, including financial data, operational practices, compliance measures, and disclosure of conflicts of interest.
The purpose of Investment Professionals Inc. is to ensure that investment professionals adhere to regulatory standards, maintain transparency with clients, and protect the integrity of the financial markets.
The information that must be reported includes client assets under management, client demographics, business practices, fee structures, and any disciplinary actions taken against the firm or its professionals.
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