Disclosures
Disclosures
Firm Brochure and Brochure Supplements
Our Form ADV provides important information about Juth Investment Advisory, including our advisory services, fees, investment practices, potential conflicts of interest, custody arrangements, and disciplinary information, if any.
The brochure supplements provide background, education, business experience, and other required information about Jonathan Grogan and Ruth Grogan, CPA.
Privacy Policy
Our Privacy Policy explains what personal information we may collect, how that information is used and protected, and when information may be shared as permitted or required by law.
Information submitted through our website inquiry form is used to respond to your inquiry. Inquiries are delivered to the Firm by email through Resend, a third-party service provider the Firm uses to transmit website form submissions; it is used only for this purpose and receives only the information reasonably necessary to deliver your inquiry. Please do not submit Social Security numbers, account numbers, passwords, or other sensitive account information through the website.
Questions about these documents?
If you have questions about Juth’s disclosures or would like help locating a particular section, contact us.