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)1,724,888,131.0
- RAUM (discretionary)1,724,888,131.0
- Actionable assets1,691,529,278.0
- Accounts (total)298.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,567,931.0
- Charitable AUM8,251,247.0
- HNW AUM1,655,736,295.0