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)2,097,433,511.0
- RAUM (discretionary)2,097,433,511.0
- Actionable assets1,893,563,104.0
- Accounts (total)1,625.0
Institutional Clients
- Government AUM0.0
- Pension AUM13,007,376.0
- Charitable AUM51,976,317.0
- HNW AUM1,486,712,216.0