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)1,255,894,049.0
- RAUM (discretionary)532,012,630.0
- Actionable assets1,254,574,934.0
- Accounts (total)770.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM32,205,720.0
- HNW AUM1,222,264,139.0