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)2,238,571,062.0
- RAUM (discretionary)1,364,488,933.0
- Actionable assets2,238,571,062.0
- Accounts (total)51.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,769,435,871.0
- HNW AUM50,171,124.0