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)1,138,180,837.0
- RAUM (discretionary)1,138,180,837.0
- Actionable assets1,035,148,618.0
- Accounts (total)1,779.0
Institutional Clients
- Government AUM0.0
- Pension AUM37,060,032.0
- Charitable AUM8,066,606.0
- HNW AUM919,324,282.0