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Client Forms

• Monthly Expense Tracking Sheet
• Cash Flow Questionnaire
• Confidential Questionnaire
• Data Request Form
• Risk Tolerance Questionnaire
• Budget Worksheet

Disclosure Documents

You can see our latest regulatory filings by visiting the Security and Exchange Commission website at: www.adviserinfo.sec.gov

• Choose: Investment Adviser Representative (IAR)
• Enter David Gray’s CRD number: 4020136
• OR
• Choose: Investment Adviser Firm
• Enter the IARD/CRD number for Finance Arts: 152112

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© Copyright 2010 Finance Arts, LLC
195 Nassau Street, Suite 31 Princeton, NJ 08542
Phone: (609) 924-0040 | Fax: (609) 924-0090