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)1,285,363,650.0
- RAUM (discretionary)1,285,363,650.0
- Actionable assets877,037,188.0
- Accounts (total)1,382.0
Institutional Clients
- Government AUM40,312,898.0
- Pension AUM24,660,834.0
- Charitable AUM36,034,595.0
- HNW AUM529,728,234.0