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)1,052,549,765.0
- RAUM (discretionary)1,052,549,765.0
- Actionable assets831,702,088.0
- Accounts (total)1,691.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM27,583,583.0
- HNW AUM680,319,828.0