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)2,320,928,653.0
- RAUM (discretionary)486,416,070.0
- Actionable assets2,320,735,846.0
- Accounts (total)114.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,163,063.0
- Charitable AUM24,778,671.0
- HNW AUM2,294,794,112.0