Form ADV Part 2AThis brochure provides information about the qualifications and business practices of QRG Capital Management, Inc. (“QRG” or the “Adviser”).QRG Capital Management, Inc. Form CRSForm CRS, an SEC filing, requires SEC-registered investment advisers and SEC-registered broker-...
Brochure - Form ADV: part 2 PICTET ASSET MANAGEMENT LIMITED Moor House – Level 11 120 London Wall London EC2Y 5ET United Kingdom Contact details: David Cawthrow, Global Co-Head of Compliance of Pictet Asset Management Direct phone: +4420 7847 50 40 direct fax +4420 7847 50 46 Website:...
The items in the narrative brochure are drawn largely from disclosure advisers have long been required to make in response to the previous Part 2, with the addition of several items that are intended to address more recent regulatory concerns. Following is a summary of each of the disclosure ...
The examination is intended to provide a basis for state securities administrators to determine an applicant's knowledge and understanding of state law and regulations.Jeffery Scott Preston
112th Street, Suite 500 Overland Park, KS 66211 (913) 904-5700 Form ADV Part 2A March 30, 2023 www.marinerwealthadvisors.com www.adviceperiod.com This Brochure provides information about the qualifications and business practices of Mariner, LLC d/b/a Mariner Wealth Advisors and d/b/a ...
For additional information about Hunt Investment Management, LLC, please see its Form ADV and brochure (Part 2A of Form ADV) available at https://www.adviserinfo.sec.gov. MMA Capital Holdings announces Q2 results C2 Energy Capital, LLC's portfolio includes both securities and non-securities rela...
For additional information, please see Items 4 and 7 in our Form ADV, Part 2A brochure (“Brochure”), available atadviserinfo.sec.gov/firm/summary/316904. Conversation Starters.Ask your financial professional: • Given my financial situation, should I choose an investment advisory service? Why...
You should review our Form ADV Part 2A Brochure and your program sponsor's Brochure for your program (if applicable) and consider the advantages and disadvantages of the program for your particular needs. When we manage an account on a discretionary basis, we decide which securities to buy and...
To obtain up-to-date information or request a copy of the firm’s Client Relationship Summary or firm’s brochure, please contact us directly at 206 694 5500 or visit www.parametricportfolio.com/about/contact. CONVERSATION STARTERS Ask your financial professional: Who is my primary contact ...
Additional Information: Please refer to our Form ADV, Part 2A Brochure, particularly Items 4 and 6. https://adviserinfo.sec.gov/firm/brochure/109002 Conversation Starters. Ask your financial professional the following questions. Given my financial situation, should I choose an investment ...