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)1,349,084,643.0
- RAUM (discretionary)1,020,761,622.0
- Actionable assets1,161,982,046.0
- Accounts (total)3,403.0
Institutional Clients
- Government AUM0.0
- Pension AUM328,323,021.0
- Charitable AUM8,903,782.0
- HNW AUM824,755,243.0