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)1,082,356,990.0
- RAUM (discretionary)1,034,422,960.0
- Actionable assets1,034,422,960.0
- Accounts (total)232.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,810,895.0
- Charitable AUM0.0
- HNW AUM36,179,505.0