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)7,139,421,698.0
- RAUM (discretionary)701,258,256.0
- Actionable assets680,176,212.0
- Accounts (total)3,823.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,020,175.0
- Charitable AUM21,453,694.0
- HNW AUM351,750,735.0