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)1,051,145,842.0
- RAUM (discretionary)1,051,145,842.0
- Actionable assets1,043,495,462.0
- Accounts (total)116.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,741,499.0
- HNW AUM956,057,840.0