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)1,552,973,774.0
- RAUM (discretionary)1,539,798,203.0
- Actionable assets1,514,902,192.0
- Accounts (total)484.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM5,667,794.0
- HNW AUM189,975,893.0