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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STANFORD INVESTMENT GROUP, INC.CRD Number: 10331OtherThanAnnual Amendment
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Gather all necessary information such as personal details, financial information, and investment goals.
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Stanford Investment Group Inc. is a financial services company that offers a variety of investment products and services, including investment management and financial advisory.
Entities and individuals that engage in investment activities under the jurisdiction of regulatory bodies are required to file documents related to Stanford Investment Group Inc., typically including fund managers and investment advisors.
Filling out the Stanford Investment Group Inc. forms typically involves providing information about the investment strategy, risk factors, and financial data, following guidelines set by regulatory authorities.
The purpose of Stanford Investment Group Inc. is to manage assets, provide investment advisory services, and help clients achieve their financial goals through various investment options.
Information that must be reported includes investment performance metrics, financial statements, risk management strategies, and disclosures about fees and expenses.
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