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)3,018,502,621.0
- RAUM (discretionary)1,312,790,410.0
- Actionable assets513,145,445.0
- Accounts (total)7,702.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM15,394,363.0
- HNW AUM422,590,367.0