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)1,198,728,785.0
- RAUM (discretionary)1,193,288,255.0
- Actionable assets1,020,090,231.0
- Accounts (total)2,149.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM12,434,222.0
- HNW AUM1,007,656,009.0