Monday, January 4, 2016

Annual Renewal Questionnaires Issued

All Advisors with a December 31st year end are required to amend their Form ADV1, ADV2A ("Disclosure Brochure") and the ADV2B ("Brochure Supplements") with ninety (90) days following year end. This year, given the Leap Year, the deadline is March 30, 2016.

AdvisorAssist circulated our online questionnaire to guide you through the preparation of your amendment data. We need to obtain current statistical data, such as assets, client count, client geography and other information.

If you have any trouble completing this information or did not receive the AdvisorAssist questionnaire, please contact us at

Thank you!

The AdvisorAssist Team


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