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)3,268,787,765.0
- RAUM (discretionary)2,450,108,012.0
- Actionable assets1,196,339,365.0
- Accounts (total)724.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM11,285,689.0
- HNW AUM1,122,166,006.0