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)2,065,363,526.0
- RAUM (discretionary)1,770,229,879.0
- Actionable assets1,880,194,671.0
- Accounts (total)450.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,048,801.0
- HNW AUM1,807,189,965.0