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)1,895,347,687.0
- RAUM (discretionary)1,895,347,687.0
- Actionable assets1,750,384,690.0
- Accounts (total)1,548.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,495,557.0
- Charitable AUM16,661,917.0
- HNW AUM1,598,307,641.0