ADV PART 3 – FORM CRS GCI FINANCIAL GROUP, INC. A STATE REGISTERED INVESTMENT ADVISOR FEBRUARY 28, 2025 We are registered with the SEC as an investment adviser. Brokerage and investment advisory services fees differ, and it is important for you to understand the differences. Free and si...
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-...
resources insights + articles financial planning resource library insights + articles financial planning resource library contact us close open search search login home disclosures + form crs disclosures + form crs adv part 2a on july 28, 2010, the united state securities and exchange commission ...
Form CRS—Client Relationship Summary Parametric Portfolio Associates LLC March 28, 2025 Parametric Portfolio Associates LLC (Parametric, our, or we) is an investment adviser registered with the Securities and Exchange Commission (SEC). While we are not a broker-dealer, our affiliate Eaton Vance ...
Form CRS January 3, 2025 Introduction KARPUS INVESTMENT MANAGEMENT is registered with the Securities and Exchange Commission as an investment adviser. Fees for brokerage and investment advisory services differ among broker-dealers and investment advisers and it is important that you understand the ...
Form CRS Disclosure – March 19, 2024 Client Relationship Summary Harris Associates L.P. ("Harris" or the "Firm") is registered with the U.S. Securities and Exchange Commission ("SEC") as an investment adviser. Clients and prospective clients should be aware that services and fees differ ...
Principal Asset Management – Form CRS – Client Relationship Summary – March 27, 2024 Principal Global Investors, LLC ("PGI", "us", "we" or "our"), doing business as Principal Asset Management (Principal AM) is an investment adviser registered with the Securities and Exchange Commission ("...
For more information regarding our advisory services, obtain a copy of Form ADV or Form CRS from adviserinfo.sec.gov, or contact us at 800-523-9447 to request a copy. Who is my primary contact person? Is he or she a representative of an investment advisor or a broker-dealer? Who can...
No. Please visitInvestor.gov/CRSfor a free and simple search tool to research our Firm. Questions to ask us:As a financial professional, do you have any disciplinary history? For what type of conduct? Please visit our website atevercorewealthandtrust.comto obtain additional information about ...
SEC Form ADV previously included Part 3, which was meant to serve as a summary of the previous sections. As such, it was called the relationship summary. In June 2019, the SEC amended the form and spun the third section off into an altogether new form called SEC Form CRS or the Relatio...