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)4,180,784,341.0
- RAUM (discretionary)4,171,338,906.0
- Actionable assets4,105,383,062.0
- Accounts (total)1,426.0
Institutional Clients
- Government AUM0.0
- Pension AUM101,524,076.0
- Charitable AUM289,473,881.0
- HNW AUM3,513,829,265.0