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)1,336,564,237.0
- RAUM (discretionary)1,336,564,237.0
- Actionable assets1,316,605,582.0
- Accounts (total)295.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,746,056.0
- HNW AUM1,312,859,526.0