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)1,000,633,569.0
- RAUM (discretionary)0.0
- Actionable assets196,448,453.0
- Accounts (total)5,050.0
Institutional Clients
- Government AUM1,674,519.0
- Pension AUM—
- Charitable AUM1,662,352.0
- HNW AUM192,244,812.0