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)2,312,105,328.0
- RAUM (discretionary)1,728,599,591.0
- Actionable assets2,312,105,328.0
- Accounts (total)26.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM59,799.0
- HNW AUM185,077.0