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)1,396,829,464.0
- RAUM (discretionary)1,382,544,724.0
- Actionable assets1,215,676,551.0
- Accounts (total)1,787.0
Institutional Clients
- Government AUM0.0
- Pension AUM33,169,708.0
- Charitable AUM21,359,896.0
- HNW AUM1,088,152,066.0