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)1,210,652,897.0
- RAUM (discretionary)706,608,073.0
- Actionable assets1,053,346,409.0
- Accounts (total)5,000.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,435,260.0
- HNW AUM1,051,911,149.0