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This document provides a detailed overview of the investment advisory services offered by MacroView Investment Management LLC, including descriptions of services, fee structures, legal obligations, and additional information pertinent to clients seeking investment advice. It emphasizes the importance of understanding the difference between investment advisers and broker-dealers, and outlines the company\'s approach to managing client portfolios.
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What is form adv part 3?
Form ADV Part 3 is a form required by the SEC that contains disclosures about a financial adviser's business practices, fees, and conflicts of interest, hence referred to as the 'Client Relationship Summary'.
Who is required to file form adv part 3?
Investment advisers registered with the SEC or state regulators are required to file Form ADV Part 3.
How to fill out form adv part 3?
Form ADV Part 3 must be filled out by providing detailed information on the advisory firm's services, fees, conflicts of interest, standard account options, and other important details that potential clients need to know.
What is the purpose of form adv part 3?
The purpose of Form ADV Part 3 is to provide potential clients with clear and concise information about the investment advisory services being offered, helping them make informed decisions.
What information must be reported on form adv part 3?
Form ADV Part 3 requires reporting on topics like the types of services offered, the firm's fees, the firm's investment authority, conflicts of interest, and disciplinary history.
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