Proxy Advisory Group
ADVISOR PROSPECTOR
RECRUITMENT INTELLIGENCE v1.1
Data: SEC IAPD Form ADV filings · sec-api.io
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// Scoring Weights
▼ COLLAPSE
AUM
30%
Experience
20%
Credentials
20%
Portable
15%
Clean Record
15%
Total: 100% ✓
PAG
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DATA SOURCE: SEC IAPD / Form ADV filings via sec-api.io. Data is self-reported by registered investment advisers and updated annually.
WHAT IS REAL: Firm names, CRD numbers, addresses, AUM (where filed), fee structures, services, client types, employee counts, and disclosure flags are pulled directly from SEC filings.
WHAT IS NOT SHOWN: Fields with no SEC data display "—" rather than estimates. AUM is not available for all firms.
USE: Internal recruitment research only. Verify all data at adviserinfo.sec.gov before advisor outreach.
WHAT IS REAL: Firm names, CRD numbers, addresses, AUM (where filed), fee structures, services, client types, employee counts, and disclosure flags are pulled directly from SEC filings.
WHAT IS NOT SHOWN: Fields with no SEC data display "—" rather than estimates. AUM is not available for all firms.
USE: Internal recruitment research only. Verify all data at adviserinfo.sec.gov before advisor outreach.