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FORM ADV PART 2A
INVESTMENT ADVISER BROCHURE
MARCH 22, 2024
1550 EL CAMINO REAL, SUITE 100
MENLO PARK, CA 94025
PHONE: (650) 2891105 FAX: (650) 4728016
www.BordeauxWealthAdvisors.comThis brochure
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What is Bordeaux Form CRS?
Bordeaux Form CRS is a form used to report certain financial information to regulatory authorities, typically in reference to investment advice and services.
Who is required to file Bordeaux Form CRS?
Financial advisors and investment firms that provide advisory services to clients are required to file Bordeaux Form CRS.
How to fill out Bordeaux Form CRS?
To fill out Bordeaux Form CRS, users should gather relevant financial data, ensure compliance with regulations, and follow the specific guidelines provided by the regulatory body overseeing the submission.
What is the purpose of Bordeaux Form CRS?
The purpose of Bordeaux Form CRS is to provide clients with standardized information about the nature of the advisory relationship, associated fees, and potential conflicts of interest.
What information must be reported on Bordeaux Form CRS?
Information reported on Bordeaux Form CRS includes firm information, types of services offered, fees and costs, conflicts of interest, and the firm's disciplinary history.
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