Wednesday, January 2, 2013

ADV Amendment Time!

Happy New Year

As we start into 2013, one of the first tasks is to review, file an amendment and distribute your ADV2 ("Disclosure Brochure") to Clients.

AdvisorAssist distributed its annual questionnaire via email on Wednesday, January 2, 2013.

If you did not receive an email or have questions, please email us at

Thank you.

The AdvisorAssist Team


Post a Comment