Sec Adviser Firms
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
SecAdviserFirms | SecAdviserFirmsQueryParams | SecAdviserFirmsData |
Import Statement
from openbb_core.provider.standard_models. import (
SecAdviserFirmsData,
SecAdviserFirmsQueryParams,
)
Parameters
- standard
- sec
query: str
Firm or individual name or CRD number to search for.
limit: int | None
Default: 20
Maximum number of matching firms or individuals to return.
use_cache: bool | None
Default: True
Whether to use cached SEC responses.
Data
- standard
- sec
crd: str
Central Registration Depository (CRD) number.
sec_number: str | None
SEC investment adviser number.
name: str
Investment adviser firm name.
status: str | None
Investment adviser registration status.
branch_count: int | None
Number of branches associated with the firm.
address_line_1: str | None
First line of the firm's office address.
address_line_2: str | None
Second line of the firm's office address.
city: str | None
Office city.
state: str | None
Office state or region.
postal_code: str | None
Office postal code.
country: str | None
Office country.