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)1,542,703,568.0
- RAUM (discretionary)1,542,703,568.0
- Actionable assets1,457,780,127.0
- Accounts (total)1,608.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM11,228,288.0
- HNW AUM1,295,071,700.0