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)2,271,897,955.0
- RAUM (discretionary)2,121,514,006.0
- Actionable assets2,271,897,955.0
- Accounts (total)178.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM100,733,833.0
- HNW AUM2,160,735,263.0