Privacy Policy

ID Asset Group, Inc. and ID Asset Advisory

Version 6 · Effective July 2026

This Privacy Policy explains how ID Asset Group, Inc. (“IDAG”) and ID Asset Advisory (“IDAA,” a sole proprietorship operated by Imee Rose Tagaca Chellevold) collect, use, share and protect personal information through the website www.idassetgroup.com and in the course of providing their respective services. It also describes your rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the “CCPA/CPRA”).

IDAG and IDAA are affiliated but separate businesses.

IDAG is a California operating company. Its real-estate activities are limited to overseeing real property owned or controlled by IDAG or its principals; it does not provide real estate brokerage, leasing, property management, advisory or asset-management services to unrelated third parties. IDAG also owns and operates automated retail business ventures and provides general financial education. IDAG is not an investment adviser or a broker-dealer, conducts no securities offering of its own, and operates no pooled investment vehicle. IDAA is a fee-only financial-planning and investment-advisory practice registered with the California Department of Financial Protection and Innovation (CRD No. 342260). Where this Policy says “we,” “us” or “our,” it means IDAG and IDAA together, except where a specific entity is named.

1. Scope

This Policy applies to visitors to our website; individuals who submit our online forms, quizzes or checklists; and prospective and current financial-planning and advisory clients of IDAA. For IDAA advisory clients, it supplements the information IDAA provides in its Form ADV Part 2A Brochure and in the Client Profile and Suitability Questionnaire, and it is the privacy notice IDAA delivers under Regulation P, 12 CFR Part 1016.

2. Information We Collect

A. When you use the website. When you visit the site or submit a form, quiz or checklist, we collect the information you choose to provide — typically your name, email address and telephone number — and limited technical information your browser sends automatically.

B. When you engage IDAA. To provide financial-planning or investment-advisory services, IDAA collects non-public personal information such as your financial goals, assets, liabilities, income, net worth, investment objectives, risk tolerance, tax information and account information, and identifying information needed to establish accounts. We collect only what is reasonably necessary for the service you have engaged.

C. What we do not collect. IDAA does not collect, request, store or use your account login credentials, multi-factor authentication codes or device passcodes, and does not establish, link, aggregate or operate any account on your behalf. IDAA does not accept cash and does not store, retain or have access to your payment-card information or online-banking credentials; any information retained for recurring billing is held by a third-party PCI-DSS-compliant payment processor.

3. How We Use Your Information

We use personal information to respond to your inquiries and send materials you request; to provide financial-planning and advisory services; to evaluate suitability; to administer engagements and process payments; to operate and improve the website; to send service and educational communications, from which you may unsubscribe; and to comply with legal, tax and regulatory obligations, including the records IDAA must maintain under 10 CCR 260.241.3.

4. Service Providers, Software and Automated Tools

IDAA uses software and service providers to deliver its services. These may include planning, tax-analysis, customer-record, document-signature, payment, communication and storage providers, and analytical or artificial-intelligence tools. Some of these providers necessarily hold information that identifies you — a signature page carries your name, an invoice carries your name, a planning file carries your household data.

The control we apply is the one the FTC Safeguards Rule, 16 CFR §314.4(f), requires: before any provider receives your information, we confirm that the provider is contractually obliged to use that information only to provide the service to us and to maintain reasonable safeguards, and we record that confirmation and the date it must be re-confirmed. We do not permit a provider to use your information to train any model for its own purposes where the provider's terms allow us to decline, and we record the election.

Where we use a general-purpose tool that is not engaged under such an obligation, information identifying you is removed before the tool is used, and is reinserted only by the Adviser, in the Adviser's own template, after the Adviser has reviewed the work.

In every case: no recommendation or figure is delivered to you until the Adviser has personally reviewed and approved it. No tool is a substitute for the Adviser's own judgment, and the Adviser remains responsible for every deliverable.

5. How We Share Your Information

We do not sell your personal information and we do not share it for cross-context behavioral advertising. We share personal information only with service providers that perform functions on our behalf under contracts requiring them to protect it and use it only for those services; between IDAG and IDAA, as affiliates, only to the extent necessary to facilitate a service you have requested; with government agencies and regulators, and other parties, when required by law, subpoena or lawful process, or to protect our legal rights; and in a business transfer, subject to this Policy.

6. Your California Privacy Rights

If you are a California resident you have the right to know and access the personal information we have collected, its sources, the purposes, and the categories of third parties with whom we share it; to request deletion, subject to legal exceptions including records we must retain under securities, tax and other laws; to request correction of inaccurate information; to be free of any sale or sharing of your information, which we do not do; to limit the use of sensitive personal information, which we use only as needed to provide the services you request; and not to be discriminated against for exercising any of these rights.

To exercise a right, email connect@idassetgroup.com or call 424-274-1611. We will verify your request and respond within the time the law requires, generally 45 days, extendable once. An authorized agent may submit a request with proof of authorization.

Note on financial information. Certain personal information collected in connection with financial services is subject to the federal Gramm-Leach-Bliley Act and may be exempt from some CCPA/CPRA provisions. Where an exemption applies, we still handle that information in accordance with this Policy and with the safeguards described in Section 7.

7. How We Protect Your Information

IDAA maintains a written information security program as the FTC Safeguards Rule, 16 CFR §314.3(a), requires. Because IDAA holds customer information concerning fewer than five thousand consumers, §314.6 of that rule excepts it from four of the rule’s elements; the safeguards below are those the rule does require of us, and we do not claim more. We restrict access to personal information to those who need it to provide services to you, and maintain physical, electronic and procedural safeguards. These include encryption of sensitive data in transit and at rest, multi-factor authentication for systems containing personal information, secure cloud storage with regular backups, written oversight of every service provider that receives client information, a documented incident response and notification procedure, and periodic security reviews. No method of electronic storage or transmission is completely secure and we cannot guarantee absolute security.

8. Data-Breach Notification

If we become aware of a breach affecting your personal information we will notify you in accordance with California Civil Code section 1798.82 and take reasonable steps to mitigate the impact. The event is recorded in the Firm's Incident Log. Where a notification event under 16 CFR §314.4(j) involves the information of at least 500 consumers, IDAA will also notify the Federal Trade Commission as that rule requires.

9. Data Retention

We retain personal information for as long as necessary to provide services and to comply with record-retention requirements. IDAA's advisory records are maintained under 10 CCR 260.241.3, which requires records to be preserved in an easily accessible place for not less than five years from the end of the fiscal year during which the last entry was made on the record, the first two years in an appropriate office of the Adviser. After the applicable period we destroy or de-identify the information.

10. Your Responsibilities

You are responsible for safeguarding your own login credentials and devices, notifying us promptly of any suspected compromise, keeping your contact information accurate, and reviewing statements and communications from your custodian. Email is not a fully secure channel; please do not send confidential information by unsecured email.

11. Electronic Communications

By submitting a form or entering into an agreement with us you consent to receive communications electronically. You may withdraw consent for non-required communications at any time; required regulatory or account communications may then be sent by mail.

12. Third-Party Links

Our website and communications may link to third-party websites and services. We are not responsible for their privacy practices. Please review their policies before providing personal information.

13. Children's Privacy

The website and our services are intended for adults and are not directed to children under 16. We do not knowingly collect personal information from children under 16.

14. Changes and Contact

We may update this Policy from time to time and will post the revised Policy with a new effective date. ID Asset Group, Inc. / ID Asset Advisory — 19528 Ventura Blvd, Ste 108, Tarzana, CA 91356. Telephone 424-274-1611. Email connect@idassetgroup.com.