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)6,509,630,252.0
- RAUM (discretionary)3,547,342,838.0
- Actionable assets2,472,267,597.0
- Accounts (total)14.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM52,719,452.0
- HNW AUM0.0