Institutional Client Intake Form
This short questionnaire helps us understand your firm's needs and determine if we are a good fit for serving as a Fractional Chief Investment Officer for your firm. It should take five to ten minutes to complete this form.
Our Contacts
202-630-5992
info@MountAraratFinancialServices.com
1220 L Street NW, Suite 100205 Washington, DC 20005
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DISCLAIMERS
Mount Ararat Financial Services LLC (“Mount Ararat Fin Svc”) is a District of Columbia registered investment adviser located in Washington, D.C. Mount Ararat Fin Svc may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Mount Ararat Fin Svc’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the internet should not be construed by any consumer and/or prospective client as Mount Ararat Fin Svc’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Mount Ararat Fin Svc with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Mount Ararat Fin Svc, please contact the District of Columbia Department of Insurance, Securities and Banking. A copy of our current written disclosure statement discussing Mount Ararat Fin Svc’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov – or from Mount Ararat Fin Svc upon written request.
There are no implied warranties. Mount Ararat Fin Svc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mount Ararat Fin Svc’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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