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Uniform application for investment adviser registration detailing The ETF Store, Inc.\'s contact information, business name, and regulatory assets management.
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What is form adv?
Form ADV is a regulatory document used by investment advisers to register with the SEC and state regulators. It provides details about the adviser’s business, ownership, clients, and investment strategies.
Who is required to file form adv?
Investment advisers who manage assets exceeding a certain threshold, typically $110 million, or those who are required to register in a state, must file Form ADV.
How to fill out form adv?
Form ADV is filled out by providing detailed information about the adviser's business practices, fees, conflicts of interest, clients, employees, and any disciplinary history. It requires both qualitative and quantitative information.
What is the purpose of form adv?
The purpose of Form ADV is to provide information to regulators and prospective clients about the investment adviser’s qualifications, business practices, and any potential conflicts of interest.
What information must be reported on form adv?
Form ADV requires reporting information such as the adviser's business structure, ownership, financial condition, services offered, fees and compensation, and a disclosure of any disciplinary actions or legal issues.
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