SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,242,852,154.0
- RAUM (discretionary)323,050,933.0
- Actionable assets1,231,043,628.0
- Accounts (total)518.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM33,532,964.0
- HNW AUM653,048,805.0