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)2,553,311,017.0
- RAUM (discretionary)2,553,311,017.0
- Actionable assets45,989,161.0
- Accounts (total)10,401.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,607,057.0
- HNW AUM0.0