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EDGE FINANCIAL ADVISORS, LLC 111 West Wesley Street, Suite 1 Wheaton, Illinois 60187 Telephone: (630) 2211000 http://www.edgefa.com FORM ADV PART 2A BROCHUREThis brochure provides information about

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How to fill out form adv part 2a

01

Obtain a blank Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or your investment advisor.

02

Provide basic information about your firm, including its name, address, phone number, and website.

03

Disclose information about your firm's ownership, control, and affiliations.

04

Describe the types of clients your firm works with and the investment strategies you offer.

05

Detail any disciplinary history or conflicts of interest that may exist within your firm.

06

Make sure to review and revise the form for accuracy before submitting it to the SEC.

Who needs form adv part 2a?

01

Investment advisors registered with the SEC are required to fill out Form ADV Part 2A.

02

It is a regulatory requirement meant to provide clients with important information about their advisor's business practices and potential conflicts of interest.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides clients with information about an investment advisor's business practices, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2a?

Investment advisors registered with the SEC or the state securities authorities are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about an investment advisor's business practices in order to help them make informed decisions.

What information must be reported on form adv part 2a?

Form ADV Part 2A must include information about the advisor's services, fees, methods of analysis, and conflicts of interest.

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