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)3,512,564,746.0
- RAUM (discretionary)3,504,241,533.0
- Actionable assets1,948,868,757.0
- Accounts (total)10,904.0
Institutional Clients
- Government AUM0.0
- Pension AUM65,174,167.0
- Charitable AUM41,867,231.0
- HNW AUM1,729,921,638.0