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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AVANTAX PLANNING PARTNERS, INC.CRD Number: 106237OtherThanAnnual Amendment
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Alternative Investment Advisors LLC is a type of investment advisory firm that specializes in alternative investments such as hedge funds, private equity, real estate, and other non-traditional investment options.
Alternative Investment Advisors LLC is required to file with the Securities and Exchange Commission (SEC) if they manage assets of over $150 million, or with state securities regulators if they manage assets below that threshold.
Filing requirements for Alternative Investment Advisors LLC include completing Form ADV and submitting it to the SEC or state securities regulators, depending on the level of assets under management.
The purpose of Alternative Investment Advisors LLC is to provide investment advice and manage client assets in alternative investments to potentially generate higher returns and diversify their investment portfolios.
Information required to be reported on Alternative Investment Advisors LLC includes details on the firm's investment strategies, services offered, fees charged, key personnel, and any conflicts of interest.
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