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Part 2A of Form ADV: Firm Brochure Item 1 Cover Page March 20241161 Bethel Road, Suite 304 Columbus, OH 43220 Phone: 6144511002 Fax: 6145382812 Firm Contact: Jacqueline Washburn info@vawterfinancial.com www.vawterfinancial.comThis

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What is form adv firm brochure?

Form ADV firm brochure is a document filed with the Securities and Exchange Commission (SEC) that provides information about an investment advisory firm's services, fees, and disciplinary history.

Who is required to file form adv firm brochure?

Investment advisory firms registered with the SEC are required to file form ADV firm brochure.

How to fill out form adv firm brochure?

Form ADV firm brochure can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv firm brochure?

The purpose of form ADV firm brochure is to provide clients with important information about an investment advisory firm to help them make informed decisions.

What information must be reported on form adv firm brochure?

Form ADV firm brochure must include information about the firm's services, fees, conflicts of interest, disciplinary history, and key personnel.

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