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)2,026,253,586.0
- RAUM (discretionary)1,972,622,087.0
- Actionable assets1,674,464,345.0
- Accounts (total)3,045.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,263,695.0
- Charitable AUM83,466,483.0
- HNW AUM1,496,442,430.0