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)6,485,071,326.0
- RAUM (discretionary)6,485,071,326.0
- Actionable assets3,717,980,017.0
- Accounts (total)10,811.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,475,623.0
- Charitable AUM25,682,731.0
- HNW AUM3,658,357,397.0