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)1,306,692,561.0
- RAUM (discretionary)1,306,692,561.0
- Actionable assets1,303,403,615.0
- Accounts (total)64.0
Institutional Clients
- Government AUM1,000,000,000.0
- Pension AUM0.0
- Charitable AUM383,281.0
- HNW AUM224,707,248.0