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)1,197,072,975.0
- RAUM (discretionary)684,760,170.0
- Actionable assets1,183,241,795.0
- Accounts (total)538.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM33,945,474.0
- HNW AUM1,091,773,764.0