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)1,180,023,798.0
- RAUM (discretionary)1,180,023,798.0
- Actionable assets1,040,358,606.0
- Accounts (total)2,914.0
Institutional Clients
- Government AUM0.0
- Pension AUM34,144,323.0
- Charitable AUM0.0
- HNW AUM1,006,214,283.0