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)1,660,883,638.0
- RAUM (discretionary)1,660,883,638.0
- Actionable assets1,270,377,640.0
- Accounts (total)2,152.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,195,265.0
- Charitable AUM64,234,929.0
- HNW AUM1,192,718,173.0