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)1,000,250,400.0
- RAUM (discretionary)998,918,187.0
- Actionable assets828,764,628.0
- Accounts (total)1,754.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,566,454.0
- HNW AUM823,198,174.0