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)3,224,358,789.0
- RAUM (discretionary)488,314,961.0
- Actionable assets3,201,608,271.0
- Accounts (total)7,179.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,884,141.0
- Charitable AUM0.0
- HNW AUM247,580,706.0