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Part 2A Appendix 1 of Form ADV: Wrap Fee Program Brochure8 Third Street North Great Falls, MT 594018003320529 www.davidsoncompanies.com/diaApril 25, 2024This wrap fee program brochure provides information

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What is part 2a appendix 1?

Part 2a Appendix 1 is a section of regulatory documentation that requires certain financial and operational information from investment advisers.

Who is required to file part 2a appendix 1?

Investment advisers who manage client funds and provide financial advice are required to file Part 2a Appendix 1.

How to fill out part 2a appendix 1?

To fill out Part 2a Appendix 1, advisers must gather relevant financial data and follow the format specified by the regulatory authority, ensuring all required fields are filled accurately.

What is the purpose of part 2a appendix 1?

The purpose of Part 2a Appendix 1 is to provide transparency about the adviser’s business practices, fees, and investment strategies to clients and regulators.

What information must be reported on part 2a appendix 1?

Information that must be reported includes but is not limited to adviser fees, services provided, investment performance history, and any disciplinary actions.

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