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)1,663,823,851.0
- RAUM (discretionary)1,660,604,978.0
- Actionable assets1,330,471,687.0
- Accounts (total)2,211.0
Institutional Clients
- Government AUM0.0
- Pension AUM237,660,853.0
- Charitable AUM81,716,427.0
- HNW AUM691,420,198.0