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)7,753,847,039.0
- RAUM (discretionary)377,917,377.0
- Actionable assets4,645,762,435.0
- Accounts (total)31,522.0
Institutional Clients
- Government AUM0.0
- Pension AUM94,751,004.0
- Charitable AUM22,269,080.0
- HNW AUM3,943,089,542.0