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)6,080,097,000.0
- RAUM (discretionary)0.0
- Actionable assets4,569,452,000.0
- Accounts (total)584.0
Institutional Clients
- Government AUM—
- Pension AUM2,415,000.0
- Charitable AUM70,238,000.0
- HNW AUM3,495,598,000.0