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)4,504,447,556.0
- RAUM (discretionary)4,437,082,464.0
- Actionable assets2,558,596,268.0
- Accounts (total)14,365.0
Institutional Clients
- Government AUM0.0
- Pension AUM91,159,316.0
- Charitable AUM23,388,903.0
- HNW AUM2,417,101,055.0