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)2,353,148,000.0
- RAUM (discretionary)2,353,148,000.0
- Actionable assets2,280,849,000.0
- Accounts (total)1,358.0
Institutional Clients
- Government AUM6,551,000.0
- Pension AUM74,022,000.0
- Charitable AUM111,702,000.0
- HNW AUM2,054,238,000.0