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)1,536,363,862.0
- RAUM (discretionary)1,536,363,862.0
- Actionable assets1,222,826,404.0
- Accounts (total)12,557.0
Institutional Clients
- Government AUM1,659,446.0
- Pension AUM5,326,755.0
- Charitable AUM20,012,025.0
- HNW AUM104,770,627.0