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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BROOKFIELD MANAGEMENT GROUP, LLC CRD Number: 297293OtherThanAnnual Amendment

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Gather all the necessary information and documents required to fill out form adv part 3.

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Who needs form adv part 3?

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Investment advisers who are registered with the Securities and Exchange Commission (SEC) need form adv part 3.

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What is form adv part 3?

Form ADV Part 3 is a regulatory form that investment advisers must file to provide specific information about their advisory services, fees, and potential conflicts of interest to clients.

Who is required to file form adv part 3?

Investment advisers that are registered with the SEC or state regulators are required to file Form ADV Part 3, also known as the 'Client Relationship Summary' (CRS).

How to fill out form adv part 3?

To fill out Form ADV Part 3, advisers must provide detailed information about their services, fees, and any conflicts of interest. They should follow the guidelines outlined by the SEC and ensure that the information is clear and concise for clients.

What is the purpose of form adv part 3?

The purpose of Form ADV Part 3 is to enhance transparency and help clients make informed decisions about engaging investment advisers by clearly outlining the adviser’s services, fees, and conflicts of interest.

What information must be reported on form adv part 3?

Form ADV Part 3 must report information including the adviser's services, fees, conflicts of interest, the disciplinary history of the adviser, and how clients can reach the adviser for additional inquiries.

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