Notice of Privacy Policy
This is for your information only. No action is required on your part.
At Acumen Financial Advantage (AFA), protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We, in conjunction with our custodians and clearing broker dealer(s), collect and use “non-public private information,” to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat non-public personal information in accordance with our privacy policy.
What Information We Collect and From Whom We Collect It
We may collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications or other forms;
- Information about your transactions with us, our affiliates or others; and
- Information we receive from non-affiliated third parties, including consumer reporting agencies.
“Non-public Personal Information” is non-public information about you that we obtain in connection with providing a financial service or product to you.
What Information We Disclose and To Whom We Disclose It
We do not disclose any non-public information about you without your express consent, except as permitted by law. This applies to current as well as former clients. We restrict access to your non-public personal information to broker-dealer firms having regulatory requirements to supervise certain activities of AFA and to those employees, affiliates, and independent third-parties who need to know that information in order to provide products and services to you.
Our Security
We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information during disposal.