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)2,028,691,594.0
- RAUM (discretionary)2,022,016,367.0
- Actionable assets1,397,055,641.0
- Accounts (total)1,766.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM38,197,613.0
- HNW AUM1,336,514,118.0