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)2,494,613,000.0
- RAUM (discretionary)2,375,682,000.0
- Actionable assets1,103,907,000.0
- Accounts (total)6,091.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,600,000.0
- Charitable AUM13,263,000.0
- HNW AUM940,642,000.0