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)1,225,576,263.0
- RAUM (discretionary)896,555,669.0
- Actionable assets1,170,895,087.0
- Accounts (total)414.0
Institutional Clients
- Government AUM0.0
- Pension AUM218,708,832.0
- Charitable AUM156,635,298.0
- HNW AUM781,634,648.0