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)1,448,494,782.0
- RAUM (discretionary)1,431,074,927.0
- Actionable assets1,441,582,464.0
- Accounts (total)395.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM380,219,568.0
- HNW AUM1,061,362,896.0