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)1,109,353,637.0
- RAUM (discretionary)1,109,353,637.0
- Actionable assets1,011,679,380.0
- Accounts (total)1,999.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,625,120.0
- Charitable AUM30,885,602.0
- HNW AUM978,670,750.0