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)1,566,368,236.0
- RAUM (discretionary)1,560,273,200.0
- Actionable assets1,331,226,378.0
- Accounts (total)879.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM41,455.0
- HNW AUM1,317,357,020.0