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)1,945,865,246.0
- RAUM (discretionary)1,871,411,450.0
- Actionable assets1,636,849,526.0
- Accounts (total)4,313.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,225,221.0
- HNW AUM1,498,688,955.0