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)1,181,835,232.0
- RAUM (discretionary)1,181,835,232.0
- Actionable assets807,086,713.0
- Accounts (total)7,639.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,986,390.0
- HNW AUM788,493,184.0