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)1,074,482,158.0
- RAUM (discretionary)138,787,175.0
- Actionable assets700,874,245.0
- Accounts (total)2,635.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,472,311.0
- HNW AUM695,401,934.0