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)1,000,508,308.0
- RAUM (discretionary)987,932,115.0
- Actionable assets572,053,977.0
- Accounts (total)4,768.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,030,181.0
- Charitable AUM2,500,625.0
- HNW AUM558,523,171.0