Legal

Form ADV & Disclosures

Factor Financial LLC is a registered investment adviser. The documents below describe our services, fees, conflicts of interest, and regulatory status.

Form ADV Part 2A & 2B

The Form ADV Part 2A brochure describes our qualifications, business practices, fees, and conflicts of interest. Part 2B supplements provide information about the supervised persons who deliver advisory services.

Download Form ADV Part 2A & 2B (PDF)View on SEC IAPD

Form CRS

Form CRS is the Client Relationship Summary. It gives retail investors concise information about our advisory relationship, fees, conflicts of interest, and disciplinary history in plain language.

View Factor Financial's regulatory filings, including Form CRS, on the SEC Investment Adviser Public Disclosure website (CRD #333597).

View on SEC IAPDRequest a copy

Questions

For questions about these documents, contact Zach Chiara, Chief Compliance Officer, at zach@factorfp.com or (916) 755-6447.