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)1,691,445,557.0
- RAUM (discretionary)1,594,502,219.0
- Actionable assets1,645,730,323.0
- Accounts (total)1,706.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM99,991,749.0
- HNW AUM1,545,738,574.0