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)1,930,938,262.0
- RAUM (discretionary)1,920,382,097.0
- Actionable assets1,096,963,075.0
- Accounts (total)8,619.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,930,759.0
- Charitable AUM15,560,943.0
- HNW AUM1,024,791,581.0