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)1,337,377,801.0
- RAUM (discretionary)764,901,060.0
- Actionable assets511,787,941.0
- Accounts (total)2,850.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM572,270.0
- HNW AUM464,394,297.0