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BANORTE ASSET MANAGEMENT, INC. 5075 Westheimer, Suite 975W Houston, TX 77056 Part 2A of Form ADV: Firm Brochure December 11, 2023This disclosure brochure provides information about the qualifications

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What is form adv part 2a?

Form ADV Part 2A is a regulatory document that investment advisors must file with the SEC or state regulators. It serves as a narrative brochure that provides clients with essential information about the advisory firm, including its services, fees, and potential conflicts of interest.

Who is required to file form adv part 2a?

Any investment advisor that is registered with the SEC or applicable state regulators is required to file Form ADV Part 2A.

How to fill out form adv part 2a?

To fill out Form ADV Part 2A, advisors need to provide detailed descriptions of their services, fees, investment strategy, and business practices. They should follow the prescribed sections and ensure all information is accurate and up to date.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide prospective and current clients with comprehensive and understandable information about the investment advisor's business practices, fees, and conflicts of interest, enabling informed decision-making.

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

Form ADV Part 2A must report information about the advisor's business, ownership, services offered, fee structure, disciplinary history, and a summary of the advisor's investment strategies.

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