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)3,311,270,399.0
- RAUM (discretionary)3,311,270,399.0
- Actionable assets3,074,620,200.0
- Accounts (total)2,126.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM252,189,408.0
- HNW AUM1,258,230,000.0