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)1,012,205,353.0
- RAUM (discretionary)818,242,134.0
- Actionable assets770,354,763.0
- Accounts (total)2,097.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,361,816.0
- Charitable AUM7,207,990.0
- HNW AUM735,716,669.0