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Name: Fillable Online 2021 Investment Adviser Registration Application - Grand Wealth Management Fax Email Print - pdfFiller
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Complete and accurate application for investment adviser registration by GRAND WEALTH MANAGEMENT, detailing firm structure, employees, and assets.

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What is form adv?

Form ADV is a required regulatory filing for investment advisers in the United States, consisting of two parts: Part 1 and Part 2. Part 1 provides information about the adviser, while Part 2 contains a narrative brochure describing services and fees.

Who is required to file form adv?

Investment advisers that manage more than $25 million in assets or those that advise registered investment companies are required to file Form ADV. Additionally, state-registered advisers must also file Form ADV with the appropriate state regulator.

How to fill out form adv?

Form ADV is filled out online through the Investment Adviser Registration Depository (IARD) system. Advisers need to provide information regarding their business, ownership, clients, and employees, as well as details related to their regulatory history and any disciplinary actions.

What is the purpose of form adv?

The purpose of Form ADV is to provide regulators and the public with information about investment advisers, enhancing transparency and consumer protection by helping clients understand the adviser’s services, fees, and potential conflicts of interest.

What information must be reported on form adv?

Form ADV requires reporting various information, including the adviser's name, address, ownership structure, business practices, fee structures, types of clients, investment strategies, and any disciplinary history that might affect the adviser’s integrity.

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