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)2,468,761,634.0
- RAUM (discretionary)2,468,761,634.0
- Actionable assets2,245,947,921.0
- Accounts (total)2,402.0
Institutional Clients
- Government AUM0.0
- Pension AUM624,341,054.0
- Charitable AUM23,538,658.0
- HNW AUM1,365,982,210.0