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)2,240,693,977.0
- RAUM (discretionary)2,171,800,380.0
- Actionable assets1,831,925,746.0
- Accounts (total)3,424.0
Institutional Clients
- Government AUM0.0
- Pension AUM63,037,978.0
- Charitable AUM48,707,964.0
- HNW AUM1,678,800,302.0