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)1,626,110,870.0
- RAUM (discretionary)177,428,927.0
- Actionable assets1,626,110,870.0
- Accounts (total)762.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM64,995,635.0
- HNW AUM1,546,066,422.0