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)4,477,490,797.0
- RAUM (discretionary)4,466,222,181.0
- Actionable assets4,362,497,701.0
- Accounts (total)2,058.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM18,771,084.0
- HNW AUM4,208,352,794.0