Privacy Policy

Fangorn Financial Services LLC (“Fangorn”)
Privacy Policy Statement

Question:	WHAT DOES FANGORN DO WITH YOUR PERSONAL 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 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 Firm collects personal information about consumers from the following sources: Information provided to us to complete financial plans or investment recommendations Information provided through engagement agreements and account-opening documents Information provided verbally Information received from service providers (e.g., custodians) about account transactions
How?	Financial companies often need to share consumers’ personal information to run their everyday business. Below, we list the reasons financial companies can share, whether Fangorn chooses to share, and whether you can limit this sharing.

Reasons we can share your personal information	Does Fangorn share?	Can you limit this sharing?
For our everyday business purposes — such as processing your transactions, maintaining your account(s), or responding to legal orders	Yes	No
For our internal marketing purposes — to offer our services to you	Yes	No
For joint marketing with other financial companies	No	Yes
For our affiliates’ everyday business purposes — information about your transactions and experiences	No – We do not have affiliates	Yes
For our affiliates to market to you	No – We do not have affiliates	Yes
For non-affiliates to market to you	No	Yes

What we do	Answer
How does Fangorn protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with state or federal law, as appropriate. These measures include computer safeguards and secured files and buildings. We also maintain procedural safeguards to protect your personal information.
How does Fangorn collect my personal information?	We collect your personal information when you engage our advisory firm When you open, make a deposit, or withdrawal from your investment account managed by our firm When you use a check to pay our firm We do not collect your personal information from others such as credit bureaus, affiliates, or other companies
Why can’t I limit all sharing?	Federal law gives you the right to limit only: Sharing for affiliates’ everyday business purposes Affiliates from using your information to market to you Sharing for non-affiliates to market to you State laws and individual companies (i.e., your insurance company, etc.) may give you additional rights to limit sharing.

Definitions	Explanation
Affiliates	Companies related by common ownership or control. They can be financial and non-financial companies. Fangorn Financial Services LLC does not have any affiliates
Non-Affiliates	Companies not related by common ownership or control. They can be financial and non-financial companies. Fangorn Financial Services LLC does not share with non-affiliates so that they can market to you.
Joint Marketing	A formal agreement between non-affiliated financial companies that together market financial products or services to you. We do not engage in joint marketing arrangements

We will provide you with our privacy policy on an annual basis and at any time, in advance, if our privacy policy is expected to change.

Fangorn Financial Services LLC
PO Box 322
10005 SW 178^th St
Vashon, WA 98070

206-909-3531
jesse@fangornfinancial.com

Fangorn Financial Services LLC
Rev 1-2024