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)1,945,693,378.0
- RAUM (discretionary)1,842,646,301.0
- Actionable assets1,722,214,079.0
- Accounts (total)2,923.0
Institutional Clients
- Government AUM0.0
- Pension AUM97,794,553.0
- Charitable AUM30,751,011.0
- HNW AUM1,593,011,820.0