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)1,268,287,388.0
- RAUM (discretionary)1,268,287,388.0
- Actionable assets900,599,377.0
- Accounts (total)1,381.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,329,357.0
- Charitable AUM21,120,415.0
- HNW AUM864,149,605.0