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)1,050,177,472.0
- RAUM (discretionary)904,918,388.0
- Actionable assets1,050,177,472.0
- Accounts (total)1,272.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,594,481.0
- Charitable AUM6,106,938.0
- HNW AUM1,034,476,053.0