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)1,296,248,165.0
- RAUM (discretionary)1,236,771,350.0
- Actionable assets1,180,265,742.0
- Accounts (total)1,732.0
Institutional Clients
- Government AUM0.0
- Pension AUM52,535,937.0
- Charitable AUM86,794,398.0
- HNW AUM1,023,569,844.0