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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AHL INVESTMENT MANAGEMENT, INC.CRD Number: 120593Annual Amendment All
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Gather all necessary financial documents, such as bank statements, investment account statements, and tax returns.
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Consilium Wealth Advisory LLC is a financial advisory firm that provides investment management and financial planning services to individuals and institutions.
Individuals or entities that have engaged the services of Consilium Wealth Advisory LLC and meet specific financial reporting requirements are typically required to file.
Filling out the forms for Consilium Wealth Advisory LLC requires providing personal and financial information as specified in the advisory services agreement all while adhering to the guidelines provided by the firm.
The purpose of Consilium Wealth Advisory LLC is to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning.
The information that must be reported typically includes client financial details, investment performance, and any fees associated with advisory services.
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