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)1,145,705,199.0
- RAUM (discretionary)1,074,411,386.0
- Actionable assets840,256,468.0
- Accounts (total)3,799.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,749,692.0
- Charitable AUM0.0
- HNW AUM837,506,776.0