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Form ADV Part IIT: Brochure Supplement Townsend Holdings LLC d/b/a Townsend Group March 2023950 Main Avenue, Suite 1600 Cleveland, Ohio 44113 2167819090 www.townsendgroup.comTHE TOWNSEND Groupthink

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How to fill out form adv part iib

01

Obtain a copy of Form ADV Part IIB from the SEC or your investment adviser.

02

Fill out the general identification information at the top of the form, such as the name of the investment adviser, the adviser's CRD number, and the date of the form.

03

Complete the sections related to the adviser's business, including information on the adviser's services, fees, and compensation.

04

Disclose any conflicts of interest that the adviser may have, including any affiliations with other financial firms.

05

Provide information on the adviser's disciplinary history, if any.

06

Sign and date the form once it is complete.

Who needs form adv part iib?

01

Investment advisers registered with the SEC who are required to provide disclosures to clients.

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What is form adv part iib?

Form ADV Part IIB is a document used by investment advisors to provide information about their business, services, and fees to clients. It is an extension of Form ADV Part I.

Who is required to file form adv part iib?

Investment advisors who are registered with the SEC or state regulators are required to file Form ADV Part IIB as part of their registration process.

How to fill out form adv part iib?

To fill out Form ADV Part IIB, advisors must complete sections that provide detailed information about their advisory business, including services offered, fees, disciplinary history, and the backgrounds of key personnel.

What is the purpose of form adv part iib?

The purpose of Form ADV Part IIB is to provide potential and existing clients with important information about the advisor's qualifications and business practices, helping them to make informed decisions.

What information must be reported on form adv part iib?

Form ADV Part IIB must report information such as the advisor's business model, services provided, fee structure, conflicts of interest, and disciplinary history.

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