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)1,915,401,213.0
- RAUM (discretionary)1,746,978,658.0
- Actionable assets1,489,052,443.0
- Accounts (total)678.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,388,444.0
- HNW AUM811,370,316.0