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)1,020,776,497.0
- RAUM (discretionary)740,594,006.0
- Actionable assets1,020,776,497.0
- Accounts (total)470.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM158,320,526.0
- HNW AUM769,075,167.0