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)1,923,279,329.0
- RAUM (discretionary)1,679,004,490.0
- Actionable assets1,850,230,437.0
- Accounts (total)168.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM1,372,975,695.0