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)1,201,488,433.0
- RAUM (discretionary)1,200,103,629.0
- Actionable assets972,465,658.0
- Accounts (total)2,334.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,904,439.0
- Charitable AUM66,870,480.0
- HNW AUM855,354,278.0