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This brochure provides essential information regarding the qualifications, business practices, and services offered by Mattern Capital Management, LLC, a registered investment adviser. It outlines the firm\'s advisory services, fee structures, types of clients served, investment strategies, and important disclosures as mandated by the SEC.
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How to fill out form adv part 2a
How to fill out form adv part 2a
01
Obtain the form ADV Part 2A from the appropriate regulatory website or your firm’s compliance department.
02
Read the instructions carefully to understand the sections that need to be filled out.
03
Provide the necessary information about the advisory firm, including its name, address, and contact information.
04
Fill out the sections detailing the types of services offered, fees, and any conflicts of interest.
05
Include information about the firm's disciplinary history, if applicable.
06
Review the completed form for accuracy and completeness.
07
Submit the form via the designated filing method (online or paper submission), as required by regulatory authorities.
Who needs form adv part 2a?
01
Investment advisors registered with the SEC or state regulators.
02
Firms that provide investment advice to clients or manage client assets.
03
Advisory firms seeking to provide full disclosure about their services, fees, and strategies to clients.
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What is form adv part 2a?
Form ADV Part 2A is a document used by investment advisers to provide clients with a narrative brochure that outlines the adviser's qualifications, services, fees, investment strategies, and potential conflicts of interest.
Who is required to file form adv part 2a?
Investment advisers registered with the SEC or state regulators are required to file Form ADV Part 2A.
How to fill out form adv part 2a?
To fill out Form ADV Part 2A, advisers need to provide information about their business, advisory services, fees, disciplinary history, and the qualifications of key personnel. This is typically done using the SEC's online filing system.
What is the purpose of form adv part 2a?
The purpose of Form ADV Part 2A is to ensure transparency and to provide prospective and current clients with essential information about the investment adviser and the services offered.
What information must be reported on form adv part 2a?
Form ADV Part 2A requires information such as the adviser's business practices, types of services offered, fee structure, performance, disciplinary history, and conflicts of interest.
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