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)1,716,662,266.0
- RAUM (discretionary)0.0
- Actionable assets1,714,102,648.0
- Accounts (total)44.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM415,286,580.0
- HNW AUM1,298,816,068.0