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)6,716,574,477.0
- RAUM (discretionary)6,692,140,360.0
- Actionable assets6,646,904,512.0
- Accounts (total)148.0
Institutional Clients
- Government AUM0.0
- Pension AUM546,576,526.0
- Charitable AUM2,070,637,894.0
- HNW AUM3,768,860,168.0