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)1,360,062,953.0
- RAUM (discretionary)1,320,351,635.0
- Actionable assets1,062,194,167.0
- Accounts (total)2,835.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM23,436,187.0
- HNW AUM990,404,100.0