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)1,255,617,352.0
- RAUM (discretionary)1,255,617,352.0
- Actionable assets1,095,224,748.0
- Accounts (total)3,515.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,252,267.0
- HNW AUM1,084,972,481.0