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)1,159,538,045.0
- RAUM (discretionary)1,126,475,119.0
- Actionable assets800,817,655.0
- Accounts (total)3,575.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,777,795.0
- Charitable AUM0.0
- HNW AUM794,896,383.0