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)1,054,159,676.0
- RAUM (discretionary)944,647,810.0
- Actionable assets1,040,729,166.0
- Accounts (total)481.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM63,699,914.0
- HNW AUM973,338,754.0