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)1,183,640,395.0
- RAUM (discretionary)1,131,648,928.0
- Actionable assets980,054,247.0
- Accounts (total)3,377.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,410,293.0
- Charitable AUM7,989,573.0
- HNW AUM912,823,473.0