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)3,954,398,131.0
- RAUM (discretionary)3,933,064,034.0
- Actionable assets3,940,944,595.0
- Accounts (total)511.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,124,437,577.0
- Charitable AUM100,034,310.0
- HNW AUM442,342,299.0