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)2,787,637,967.0
- RAUM (discretionary)2,756,119,108.0
- Actionable assets2,781,717,778.0
- Accounts (total)14.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM59,136,041.0