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)1,390,449,000.0
- RAUM (discretionary)1,306,765,000.0
- Actionable assets1,370,570,000.0
- Accounts (total)206.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,227,000.0
- Charitable AUM16,277,000.0
- HNW AUM1,001,061,000.0