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)1,131,174,724.0
- RAUM (discretionary)1,131,174,724.0
- Actionable assets1,068,762,180.0
- Accounts (total)1,077.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,975,966.0
- Charitable AUM4,443,225.0
- HNW AUM334,628,937.0