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)1,627,864,626.0
- RAUM (discretionary)776,087,563.0
- Actionable assets1,426,158,219.0
- Accounts (total)932.0
Institutional Clients
- Government AUM0.0
- Pension AUM305,234,922.0
- Charitable AUM20,285,771.0
- HNW AUM1,086,943,765.0