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)3,224,096,478.0
- RAUM (discretionary)2,818,391,951.0
- Actionable assets2,838,338,213.0
- Accounts (total)348.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,100,554,612.0
- Charitable AUM259,534,484.0
- HNW AUM0.0