Privacy Policy

FACTS

WHAT DOES 5TH STREET ADVISORS, LLC DO WITH YOUR FINANCIAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depends on the product or service you have with us. This information can include:

Social Security numbers and income
Account balances and assets
Transaction history
Confirm any others with client such as credit history and credit scores

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons 5th Street Advisors, LLC chooses to share; and whether you can limit this sharing

Reasons we can share your personal information	Does 5th Street Advisors, LLC share?	Can you limit this sharing?
For our everyday business purposes— Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.	Yes	No
For our marketing purposes— To offer our products and services to you	Yes	No
For joint marketing with other financial companies	No	Not Applicable
For our affiliates’ everyday business purposes — Information about your transactions and experiences	No	Not Applicable
For our affiliates’ everyday business purposes — Information about your creditworthiness	No	Not Applicable
For our affiliates to market to you	No	Not Applicable
For nonaffiliates to market to you	No	Not Applicable

Who we are

Who is providing this notice?

5th Street Advisors, LLC

What we do

How does 5th Street Advisors, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building.

How does 5th Street Advisors, LLC collect my personal information?

We collect your personal information, for example, when you:

Open an account
Deposit Money
Seek Advice about your investments
Enter into an investment advisory contract
Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies

Definitions

Affiliates

Companies related by common ownership and control. They can be financial and nonfinancial companies.

We do not share with affiliates so that they can market to you

Nonaffiliates

Companies not related by common ownership and control. They can be financial or nonfinancial companies.

We do not share with nonaffiliates so that they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or service to you

We do not jointly market.