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)1,178,146,730.0
- RAUM (discretionary)1,112,913,068.0
- Actionable assets1,035,153,672.0
- Accounts (total)2,989.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,043,331.0
- HNW AUM1,022,110,341.0