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)3,328,625,395.0
- RAUM (discretionary)2,003,791,070.0
- Actionable assets882,845,139.0
- Accounts (total)14,898.0
Institutional Clients
- Government AUM0.0
- Pension AUM33,543,254.0
- Charitable AUM8,550,869.0
- HNW AUM820,298,872.0