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)1,234,541,815.0
- RAUM (discretionary)1,126,573,260.0
- Actionable assets519,550,537.0
- Accounts (total)5,179.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,510,227.0
- Charitable AUM0.0
- HNW AUM518,040,310.0