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)1,858,123,409.0
- RAUM (discretionary)1,740,380,754.0
- Actionable assets1,469,497,072.0
- Accounts (total)2,260.0
Institutional Clients
- Government AUM0.0
- Pension AUM34,759,911.0
- Charitable AUM35,839,816.0
- HNW AUM1,393,121,700.0