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)1,301,315,357.0
- RAUM (discretionary)1,301,315,357.0
- Actionable assets1,206,427,811.0
- Accounts (total)1,399.0
Institutional Clients
- Government AUM0.0
- Pension AUM67,979,914.0
- Charitable AUM33,522,882.0
- HNW AUM801,020,582.0