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)2,228,876,680.0
- RAUM (discretionary)2,228,876,680.0
- Actionable assets2,228,876,680.0
- Accounts (total)56.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM857,084,306.0
- HNW AUM404,900,007.0