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)1,001,028,285.0
- RAUM (discretionary)1,001,028,285.0
- Actionable assets970,451,564.0
- Accounts (total)632.0
Institutional Clients
- Government AUM0.0
- Pension AUM335,632,644.0
- Charitable AUM368,387.0
- HNW AUM634,089,764.0