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)1,437,702,524.0
- RAUM (discretionary)1,435,070,058.0
- Actionable assets1,168,464,792.0
- Accounts (total)3,841.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,713,257.0
- HNW AUM1,165,368,457.0