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)1,241,084,228.0
- RAUM (discretionary)1,241,081,431.0
- Actionable assets1,234,237,579.0
- Accounts (total)383.0
Institutional Clients
- Government AUM0.0
- Pension AUM13,003,224.0
- Charitable AUM337,652,905.0
- HNW AUM798,863,674.0