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)1,537,513,474.0
- RAUM (discretionary)1,537,513,474.0
- Actionable assets1,536,390,064.0
- Accounts (total)20.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,675,592.0
- HNW AUM7,239,458.0