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)2,768,397,462.0
- RAUM (discretionary)2,584,920,312.0
- Actionable assets1,214,659,213.0
- Accounts (total)17,312.0
Institutional Clients
- Government AUM0.0
- Pension AUM337,680,020.0
- Charitable AUM135,042.0
- HNW AUM871,327,800.0