The New ADV Part 2A/2B
RIA In A Box offers both a tailored ADV 2A/2B as well as a Word Doc Template to help you satisfy the new ADV requirement.
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Deeply Discounted Errors and Omissions (Professional Liability) Insurance For Our Clients
Rates start as low as $1,250 per year and are only available to clients of RIA IN A BOX.
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Transition From the SEC to State Level Registration
Let us do the heavy lifting to take your $25mm to $100mm RIA from current SEC registration to state registration before the March 2012 deadline.
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RIA Compliant Bookkeeping
We offer a service to handle all of your RIA’s bookkeeping needs in a manner that is consistent with your jurisdiction’s rules and regulations. One less thing for you to worry about when the auditor shows up.
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