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)2,041,852,281.0
- RAUM (discretionary)1,910,039,282.0
- Actionable assets2,007,587,668.0
- Accounts (total)2,890.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM30,427,935.0
- HNW AUM1,974,335,089.0