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)1,015,808,953.0
- RAUM (discretionary)979,081,670.0
- Actionable assets855,751,097.0
- Accounts (total)2,190.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,925,962.0
- Charitable AUM1,111,388.0
- HNW AUM808,832,950.0