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)1,191,805,682.0
- RAUM (discretionary)1,191,805,682.0
- Actionable assets1,187,896,768.0
- Accounts (total)184.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,623,845.0
- Charitable AUM64,681,328.0
- HNW AUM647,558,080.0