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)6,320,548,103.0
- RAUM (discretionary)6,320,548,103.0
- Actionable assets6,320,548,103.0
- Accounts (total)13.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM21,334,336.0
- HNW AUM8,745,433.0