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)1,178,877,453.0
- RAUM (discretionary)1,155,191,735.0
- Actionable assets975,174,153.0
- Accounts (total)1,156.0
Institutional Clients
- Government AUM81,939,923.0
- Pension AUM—
- Charitable AUM—
- HNW AUM893,234,230.0