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)1,308,617,291.0
- RAUM (discretionary)1,308,473,220.0
- Actionable assets633,484,814.0
- Accounts (total)4,470.0
Institutional Clients
- Government AUM0.0
- Pension AUM89,638,118.0
- Charitable AUM8,274,975.0
- HNW AUM517,080,823.0