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Item 1 Cover Affirm Brochure (Part 2A of Form ADV)Mileage Wealth Management, Inc. 120 Bloomingdale Rd, Suite 3400 White Plains, NY 10605 March 27, 2024www.milagrewealth.this brochure provides information

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How to fill out sec form adv part

01

Gather all required information such as personal information, business background, disciplinary information, etc.

02

Access the SEC's IARD system and log in using your firm's credentials.

03

Select the 'Form ADV' option and choose 'Amend' or 'File New' depending on the situation.

04

Enter all the necessary information in the respective sections of Form ADV Part 1 and Part 2.

05

Review the form for any errors or missing information.

06

Submit the form electronically through the IARD system.

07

Keep a copy of the filed Form ADV for your records.

Who needs sec form adv part?

01

Investment advisers registered with the SEC or those seeking to register with the SEC need to fill out and file Form ADV Part.

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What is sec form adv part?

SEC Form ADV Part is a form used by investment advisers to register with the SEC and provide information about their business, services, and fees.

Who is required to file sec form adv part?

Investment advisers who manage assets over a certain threshold (generally $110 million) or provide advice to registered investment companies are required to file SEC Form ADV Part.

How to fill out sec form adv part?

To fill out SEC Form ADV Part, investment advisers must provide information about their business structure, services offered, fees charged, disciplinary history, and key personnel. Detailed instructions can be found on the SEC website.

What is the purpose of sec form adv part?

The purpose of SEC Form ADV Part is to provide transparency and information to clients about the investment adviser, facilitating informed decision-making for potential clients.

What information must be reported on sec form adv part?

Information that must be reported on SEC Form ADV Part includes business information, ownership, services provided, fee structures, any disciplinary history, and background of key personnel.

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