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)1,309,990,254.0
- RAUM (discretionary)1,135,472,030.0
- Actionable assets1,167,707,893.0
- Accounts (total)2,235.0
Institutional Clients
- Government AUM0.0
- Pension AUM345,371,240.0
- Charitable AUM17,119,205.0
- HNW AUM648,536,109.0