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)2,705,003,726.0
- RAUM (discretionary)0.0
- Actionable assets2,705,003,726.0
- Accounts (total)2,524.0
Institutional Clients
- Government AUM0.0
- Pension AUM25,797,302.0
- Charitable AUM2,719,362.0
- HNW AUM2,676,487,062.0