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)1,108,305,354.0
- RAUM (discretionary)1,108,163,598.0
- Actionable assets1,053,095,701.0
- Accounts (total)688.0
Institutional Clients
- Government AUM0.0
- Pension AUM319,275,866.0
- Charitable AUM475,936,829.0
- HNW AUM240,747,068.0