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)3,008,628,872.0
- RAUM (discretionary)2,842,831,466.0
- Actionable assets2,591,488,724.0
- Accounts (total)3,384.0
Institutional Clients
- Government AUM0.0
- Pension AUM37,707,803.0
- Charitable AUM70,369,772.0
- HNW AUM2,373,041,020.0