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)8,094,993,369.0
- RAUM (discretionary)1,285,905,426.0
- Actionable assets8,074,461,348.0
- Accounts (total)367.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM234,309,210.0
- HNW AUM7,821,869,578.0