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)4,182,473,646.0
- RAUM (discretionary)3,839,289,268.0
- Actionable assets3,982,487,686.0
- Accounts (total)2,257.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM41,079,327.0
- HNW AUM3,894,892,146.0