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)4,617,171,037.0
- RAUM (discretionary)4,408,528,760.0
- Actionable assets994,303,240.0
- Accounts (total)15,808.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM14,612,304.0
- HNW AUM775,167,787.0