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)1,409,178,355.0
- RAUM (discretionary)1,409,178,355.0
- Actionable assets1,370,136,983.0
- Accounts (total)412.0
Institutional Clients
- Government AUM0.0
- Pension AUM40,319,575.0
- Charitable AUM8,193,776.0
- HNW AUM1,029,512,177.0