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)1,410,206,314.0
- RAUM (discretionary)1,410,206,314.0
- Actionable assets1,277,763,931.0
- Accounts (total)1,778.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM48,421,693.0
- HNW AUM1,144,083,993.0