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)1,440,457,835.0
- RAUM (discretionary)1,440,457,835.0
- Actionable assets1,336,641,332.0
- Accounts (total)1,123.0
Institutional Clients
- Government AUM12,179,067.0
- Pension AUM35,496,721.0
- Charitable AUM44,505,924.0
- HNW AUM1,235,967,894.0