Outside RIA Questionnaire Outside RIA Questionnaire Name of outside RIA* Email* Briefly describe the nature of your advisory business:*Please attach the most recent models and their makeup in Excel format. That includes asset classes and percentages.*Max. file size: 512 MB.Please attach Risk Tolerance Questionnaire you use for your advisory clients:*Max. file size: 512 MB.Please share your rationale for placing a client into a specific model:*Please attach the list of clients by account number only (do not include names). The list should include account number, account value as of 12/31/2020, the model they are in, and the fees charged based on a percentage of AUM. File should be in Excel format.*Max. file size: 512 MB.Please list all outside managers you use, if any:Please list all the custodians you use, if any, including their G-number, master account etc. in Excel format:Max. file size: 512 MB.NameThis field is for validation purposes and should be left unchanged.