In progress
Algoli Advisors LLC is in registration. The Form ADV Part 2A is being finalized with our compliance counsel. Once filed with the SEC and/or the relevant state regulators, the full PDF will be linked here.
If you would like to review a draft before booking an engagement, email hello@algoliadvisors.com and we'll send a redlined working copy.
What This Document Covers
Form ADV Part 2A is the legally required brochure for every Registered Investment Adviser in the United States. When complete, ours will describe:
- →Our advisory services and the types of clients we work with
- →Our fee structure (flat-fee, fully disclosed)
- →Performance-based fees and side-by-side management (we have none)
- →Methods of analysis and investment strategies
- →Disciplinary history (we have none)
- →Other financial industry activities and affiliations — specifically the affiliation with Algoli LLC dba GetSure (insurance agency)
- →Code of ethics, participation in client transactions, and personal trading policies
- →Brokerage practices (we do not custody assets)
- →Custody (we do not custody)
- →Voting client securities (we do not vote)
Where to Verify
Once filed, Algoli Advisors LLC will be searchable on the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov.
Contact
Questions about Form ADV Part 2A: hello@algoliadvisors.com.