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)2,063,780,313.0
- RAUM (discretionary)2,063,780,313.0
- Actionable assets1,477,597,746.0
- Accounts (total)6,573.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM52,473,128.0
- HNW AUM1,394,679,266.0