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)1,389,405,894.0
- RAUM (discretionary)1,295,178,022.0
- Actionable assets793,381,220.0
- Accounts (total)4,390.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,902,254.0
- Charitable AUM20,536,115.0
- HNW AUM732,447,628.0