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)1,203,976,372.0
- RAUM (discretionary)1,203,976,372.0
- Actionable assets1,160,226,323.0
- Accounts (total)1,289.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM21,942,536.0
- HNW AUM1,138,283,787.0