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)2,122,557,796.0
- RAUM (discretionary)2,026,414,027.0
- Actionable assets2,104,265,810.0
- Accounts (total)1,566.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,337,633.0
- Charitable AUM78,823,902.0
- HNW AUM1,536,002,052.0