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)1,253,817,854.0
- RAUM (discretionary)1,169,654,839.0
- Actionable assets970,631,478.0
- Accounts (total)677.0
Institutional Clients
- Government AUM—
- Pension AUM105,147,000.0
- Charitable AUM—
- HNW AUM865,484,478.0