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)1,086,634,626.0
- RAUM (discretionary)1,086,634,626.0
- Actionable assets875,338,244.0
- Accounts (total)439.0
Institutional Clients
- Government AUM598,713.0
- Pension AUM0.0
- Charitable AUM21,391,645.0
- HNW AUM296,026,775.0