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)1,816,461,709.0
- RAUM (discretionary)1,816,461,709.0
- Actionable assets1,816,461,709.0
- Accounts (total)48.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM123,547,813.0
- HNW AUM1,434,862,407.0