Adv Firm Profile
adv_firm_profileGet the SEC Form ADV / IAPD profile for an investment-adviser firm by its CRD number (the firm_source_id / CRD returned by adv_search_firm). Returns basic firm info, registration status, SEC number, notice-filing jurisdictions, disclosure flag, Form ADV Part 2 brochure list, and direct links to the full Form ADV report PDF. Note: reported AUM, client counts, and detailed disciplinary/disclosure narratives live inside the Form ADV filing itself — use the returned brochure/report PDF links for those.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| crd | Yes | Firm CRD number (a.k.a. firm_source_id), e.g. "107342" for Fisher Investments. |