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)1,708,156,301.0
- RAUM (discretionary)1,708,156,301.0
- Actionable assets1,650,540,792.0
- Accounts (total)881.0
Institutional Clients
- Government AUM0.0
- Pension AUM51,088,211.0
- Charitable AUM22,281,614.0
- HNW AUM983,362,154.0