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)1,130,631,429.0
- RAUM (discretionary)1,108,473,506.0
- Actionable assets1,067,975,715.0
- Accounts (total)1,458.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM93,547,595.0
- HNW AUM974,428,120.0