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)3,582,880,777.0
- RAUM (discretionary)1,870,399,813.0
- Actionable assets3,390,089,875.0
- Accounts (total)2,056.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,822,967,946.0
- Charitable AUM0.0
- HNW AUM558,901,955.0