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)1,653,938,437.0
- RAUM (discretionary)1,636,638,612.0
- Actionable assets1,498,528,110.0
- Accounts (total)1,543.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM270,604,427.0
- HNW AUM1,227,361,708.0