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)1,223,235,037.0
- RAUM (discretionary)1,223,235,037.0
- Actionable assets832,695,777.0
- Accounts (total)6,558.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,794,579.0
- Charitable AUM49,063,739.0
- HNW AUM751,346,910.0