Form ADV Part 2 - Brochure
Our Form ADV Part 2 describes Villaire Financial's advisory services, fees, conflicts of interest, and business practices in full detail.
What Is Form ADV?
Form ADV Part 2 (also called the "Brochure") is a document that registered investment advisers are required to provide to clients under SEC regulations. It contains detailed disclosures about our:
- Advisory services and investment strategies
- Fee structure and billing practices
- Types of clients we serve
- Potential conflicts of interest
- Disciplinary history (if any)
- Code of ethics and privacy practices
- Custody arrangements and brokerage practices
We deliver this document to all prospective clients before or at the time of entering into an advisory agreement.
Download Form ADV Part 2
Click below to view or download the current version of our Form ADV Part 2 brochure (PDF).
View / Download Form ADV (PDF)Have Questions?
If you have any questions about the information in our Form ADV, or would like a paper copy mailed to you, please reach out directly.
Regulatory Disclosure: Villaire Financial, LLC is a registered investment adviser in the State of Michigan and in other jurisdictions where exempt from registration. Registration as an investment adviser does not imply any level of skill or training. This Form ADV Part 2 is filed with the SEC's Investment Adviser Public Disclosure (IAPD) database and is available at adviserinfo.sec.gov.