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)1,302,509,037.0
- RAUM (discretionary)1,188,147,045.0
- Actionable assets1,302,509,037.0
- Accounts (total)1,709.0
Institutional Clients
- Government AUM0.0
- Pension AUM96,510,448.0
- Charitable AUM3,232,630.0
- HNW AUM1,202,765,959.0