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)3,802,284,800.0
- RAUM (discretionary)1,389,500,210.0
- Actionable assets3,802,284,800.0
- Accounts (total)556.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,412,784,590.0
- Charitable AUM0.0
- HNW AUM946,304,072.0