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)1,212,336,772.0
- RAUM (discretionary)1,212,336,772.0
- Actionable assets1,154,647,158.0
- Accounts (total)18.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM10,378,260.0