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)5,355,700,000.0
- RAUM (discretionary)5,355,700,000.0
- Actionable assets5,355,700,000.0
- Accounts (total)121.0
Institutional Clients
- Government AUM0.0
- Pension AUM36,400,000.0
- Charitable AUM0.0
- HNW AUM157,570,000.0