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)1,007,504,431.0
- RAUM (discretionary)1,007,504,431.0
- Actionable assets985,388,097.0
- Accounts (total)474.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM56,977,356.0
- HNW AUM731,130,790.0