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)1,390,600,540.0
- RAUM (discretionary)1,386,962,288.0
- Actionable assets1,282,910,389.0
- Accounts (total)796.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,145,617.0
- Charitable AUM46,262,433.0
- HNW AUM1,120,621,153.0