Get the free Brochure Substitute for Form Adv Part 2

Name: Fillable Online Praetorian Wealth Management Brochure Substitute (2020) Fax Email Print - pdfFiller
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This document outlines Praetorian Wealth Management\'s qualifications, services, fees, and practices for 2020, ensuring clients understand investment management options.

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What is brochure substitute for form?

A brochure substitute for form is a document that provides required information about an investment advisory firm in a simplified format instead of a detailed brochure.

Who is required to file brochure substitute for form?

Investment advisors that qualify for the brochure substitute provision under regulatory guidelines are required to file it.

How to fill out brochure substitute for form?

To fill out a brochure substitute for form, gather the necessary information about your firm, ensure it meets the regulatory requirements, and complete the form accurately following the provided instructions.

What is the purpose of brochure substitute for form?

The purpose of the brochure substitute for form is to provide a concise overview of the advisory firm and its services to clients, allowing for easier understanding and comparison.

What information must be reported on brochure substitute for form?

Information that must be reported includes the firm's services, fees, investment strategies, conflicts of interest, and contact information.

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