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)1,452,382,644.0
- RAUM (discretionary)1,429,995,273.0
- Actionable assets1,254,105,666.0
- Accounts (total)2,180.0
Institutional Clients
- Government AUM0.0
- Pension AUM92,881,118.0
- Charitable AUM47,408,806.0
- HNW AUM1,113,815,742.0