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)1,637,626,061.0
- RAUM (discretionary)1,637,626,061.0
- Actionable assets1,385,095,458.0
- Accounts (total)3,472.0
Institutional Clients
- Government AUM0.0
- Pension AUM188,980,612.0
- Charitable AUM13,435,136.0
- HNW AUM1,147,300,886.0