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)1,103,154,000.0
- RAUM (discretionary)866,471,000.0
- Actionable assets1,102,904,000.0
- Accounts (total)55.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM517,122,000.0
- HNW AUM556,743,000.0