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)1,208,391,728.0
- RAUM (discretionary)1,208,391,728.0
- Actionable assets454,448,698.0
- Accounts (total)7,455.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,597,425.0
- HNW AUM444,201,592.0