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)1,499,627,378.0
- RAUM (discretionary)1,499,627,378.0
- Actionable assets1,024,699,735.0
- Accounts (total)2,305.0
Institutional Clients
- Government AUM0.0
- Pension AUM118,952,142.0
- Charitable AUM5,810,047.0
- HNW AUM861,006,536.0