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)1,462,660,920.0
- RAUM (discretionary)478,686,758.0
- Actionable assets1,462,660,920.0
- Accounts (total)1,277.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM39,025,206.0
- HNW AUM1,122,038,587.0