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Privacy Policy
Effective Date: July 14th, 2025
Last Updated: August 31st, 2025
Ad Valorem Advisors (“AVA,” “we,” “our,” or “us”) is committed to protecting the privacy, security, and integrity of the information entrusted to us by our clients, partners, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard personal and business information across our services and digital platforms.
1. Information We Collect
1.1 Personal Information
We may collect personal information that identifies you directly, including but not limited to:
Full name, contact information (email, phone number, address)
Business and organizational details
Identification information where required for compliance
Financial or billing information (if applicable for services)
1.2 Non-Personal Information
We may also collect non-identifiable data, such as:
Browser type, device type, and operating system
IP addresses and geolocation data (where permitted)
Website usage data, analytics, and cookies
1.3 Sensitive Information
Where required for compliance, risk management, or regulatory purposes, we may collect sensitive business or legal information. Such data is safeguarded with the highest level of protection.
How We Use Information
2.1 Service Delivery
To provide advisory, compliance, and structuring services
To process requests, consultations, and agreements
To maintain accurate records for business and compliance
2.2 Business Operations
To improve our services and digital platforms
To conduct risk analysis, compliance checks, and system optimization
To ensure security and fraud prevention
2.3 Communication
To provide updates, alerts, or industry insights
To respond to inquiries, client requests, or support needs
To deliver newsletters, only with prior consent
2.4 Legal & Compliance
To comply with regulatory and legal obligations
To fulfill tax, corporate governance, or jurisdictional requirements
To prevent fraud, misrepresentation, or misuse
3. Data Sharing & Disclosure
3.1 Third-Party Service Providers
We may share limited data with trusted partners that support:
IT infrastructure and cloud storage
Compliance verification and legal services
Payment processors and billing systems
3.2 Legal Obligations
We may disclose information where legally required to:
Regulatory authorities, government bodies, or courts
Protect our legal rights, prevent fraud, or enforce contracts
3.3 Business Transactions
In the event of a merger, acquisition, or restructuring, client data may be transferred securely under confidentiality agreements.
4. Data Protection & Security
4.1 Safeguards
Encryption of sensitive data in storage and transmission
Role-based access controls and monitoring
Secure cloud-based infrastructure
4.2 Data Retention
We retain personal and business data only for as long as necessary to:
Fulfill service agreements
Meet regulatory or compliance requirements
Resolve disputes and enforce policies
Your Rights
5.1 Under GDPR (EU/EEA Clients)
You may have the right to:
Access, correct, or request deletion of personal data
Restrict or object to data processing
Request data portability
Withdraw consent at any time
5.2 Under U.S. Law (CCPA/CPRA, CalOPPA)
You may have the right to:
Know what personal information we collect, use, or share
Request deletion of your data (subject to exceptions)
Opt-out of the sale or disclosure of personal data (note: AVA does not sell personal data)
Non-discrimination for exercising privacy rights
6. Cookies & Tracking Technologies
We use cookies to enhance website experience, analyze traffic, and improve services
Cookies may include session tracking, analytics, and functional preferences
Users may manage cookies via browser settings
7. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If discovered, such information will be deleted promptly.
8. International Data Transfers
For clients located outside the United States, data may be transferred to and processed in jurisdictions where we operate, in compliance with applicable cross-border data transfer requirements.
9. Changes to This Privacy Policy
We reserve the right to update this Privacy Policy from time to time. Any material changes will be communicated through our website or direct notification.
10. Contact Information
For questions, concerns, or privacy-related requests, please contact:
Ad Valorem Advisors (AVA)
8 The Green STE A, Dover, Delaware 19901
(800) 497-1860
AVA
“At Ad Valorem Advisors (AVA), we specialize in guiding businesses through strategic structuring, compliance.”
Get In Touch
Email:
Address
Office: 8 The Green STE A, Dover, Delaware 19901
Assistance Hours
Mon – Fri 10:00am – 4:50pm EST
Saturday & Sunday – CLOSED
Phone Number:
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AD Valorem Advisors is not a law firm, CPA firm, or licensed financial institution. We act as advocates and consultants, and we collaborate with licensed professionals where appropriate to support client outcomes.
Copyright 2025. Ad Valorem Advisors LLC. All Rights Reserved.