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)1,230,502,053.0
- RAUM (discretionary)1,230,502,053.0
- Actionable assets724,613,565.0
- Accounts (total)3,742.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,468,317.0
- HNW AUM716,145,248.0