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)2,136,285,351.0
- RAUM (discretionary)2,136,285,351.0
- Actionable assets2,068,413,066.0
- Accounts (total)2,619.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM11,000,000.0
- HNW AUM2,043,454,891.0