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Get the free Form ADV (Part 2A) - Arrowroot Family Office LLC - (FILED 3.20.24)

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Part 2A of Form ADV: Firm Brochure Arrowroot Family Office, LLC 4553 Glencoe Avenue, Suite 201 Marina del Rey, California 90292 Phone (310) 3414774 www.arrowrootfamilyoffice.com March 25, 2024This
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How to fill out form adv part 2a

01
Make sure to read the instructions for Form ADV Part 2A carefully before starting.
02
Provide all required information about the investment advisory firm, including name, address, and contact information.
03
Disclose information about the firm's ownership, control, and affiliate relationships.
04
Detail the firm's services, fees, and methods of compensation.
05
Include information about any conflicts of interest the firm may have.
06
Outline the firm's disciplinary history, if applicable.
07
Provide information about the qualifications and business activities of key advisory personnel.

Who needs form adv part 2a?

01
Investment advisory firms registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2A.
02
Form ADV Part 2A is also needed by investment advisers who are required to register with state securities authorities.
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Form ADV Part 2A is a disclosure document that investment advisers are required to provide to clients, detailing their business practices, fees, and any conflicts of interest.
Investment advisers registered with the SEC or state regulatory authorities are required to file Form ADV Part 2A.
To fill out Form ADV Part 2A, advisers must provide information about their services, qualifications, fees, and any potential conflicts of interest in a clear and comprehensive manner.
The purpose of Form ADV Part 2A is to provide clients with essential information about an investment adviser, enabling them to make informed decisions.
Form ADV Part 2A requires information about the adviser’s business, services offered, fee structure, disciplinary history, and conflicts of interest.
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