Get the free Draft Form ADV 2A - Firm Brochure 2024

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Form ADV Part 2A: Firm Brochure Item 1 Cover Page Cassia Wealth Management, LLC 10207 Thimble Fields Dr. Knoxville, TN 37922 7035698363 www.kassira.com Date of Disclosure Brochure: March 14, 2024___This

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How to fill out draft form adv 2a

01

Obtain a blank copy of Form ADV 2A from the SEC website or your state securities regulator.

02

Fill in the required general information section, including the name and contact information of your firm.

03

Complete the sections on your firm's ownership structure, business activities, and disciplinary history, if applicable.

04

Provide details about your firm's fee schedule, conflicts of interest, and investment strategies.

05

Review the completed form for accuracy and completeness before submitting it to the SEC or your state regulator.

Who needs draft form adv 2a?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) or applicable state securities regulators need to fill out Form ADV 2A.

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What is draft form adv 2a?

Draft Form ADV 2A is a regulatory document used by investment advisors to provide detailed information about their services, fees, and investment strategies to prospective clients.

Who is required to file draft form adv 2a?

Investment advisors registered with the Securities and Exchange Commission (SEC) or with state regulators are required to file Draft Form ADV 2A.

How to fill out draft form adv 2a?

To fill out Draft Form ADV 2A, advisors must provide clear and comprehensive information regarding their firm, investment strategies, fees, and conflicts of interest, following the instructions provided by the SEC.

What is the purpose of draft form adv 2a?

The purpose of Draft Form ADV 2A is to enhance transparency and inform clients about the advisor's practices, allowing them to make informed decisions before engaging services.

What information must be reported on draft form adv 2a?

Draft Form ADV 2A requires reporting information such as the advisor's services, fees, disciplinary history, types of clients, and investment strategies.

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