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)1,530,453,633.0
- RAUM (discretionary)1,437,666,543.0
- Actionable assets1,183,058,698.0
- Accounts (total)3,581.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,627,015.0
- Charitable AUM0.0
- HNW AUM1,171,139,950.0