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)6,618,137,295.0
- RAUM (discretionary)6,617,946,230.0
- Actionable assets6,615,276,100.0
- Accounts (total)1,069.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM818,790,231.0
- HNW AUM5,590,868,795.0