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)1,755,715,712.0
- RAUM (discretionary)1,602,274,514.0
- Actionable assets1,083,895,957.0
- Accounts (total)335.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,244,278.0
- Charitable AUM0.0
- HNW AUM497,893,544.0