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)6,581,666,856.0
- RAUM (discretionary)6,566,508,790.0
- Actionable assets6,581,666,856.0
- Accounts (total)587.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,342,415.0
- Charitable AUM65,204,412.0
- HNW AUM716,494,560.0