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)2,525,105,940.0
- RAUM (discretionary)2,525,105,940.0
- Actionable assets2,380,735,834.0
- Accounts (total)2,831.0
Institutional Clients
- Government AUM0.0
- Pension AUM37,005,110.0
- Charitable AUM130,644,856.0
- HNW AUM2,094,459,600.0