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)1,229,065,993.0
- RAUM (discretionary)1,229,065,993.0
- Actionable assets620,613,979.0
- Accounts (total)3,352.0
Institutional Clients
- Government AUM457,063.0
- Pension AUM23,630,257.0
- Charitable AUM9,570,741.0
- HNW AUM479,366,553.0