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)2,475,148,256.0
- RAUM (discretionary)2,475,148,256.0
- Actionable assets2,351,214,100.0
- Accounts (total)2,052.0
Institutional Clients
- Government AUM0.0
- Pension AUM342,656,326.0
- Charitable AUM136,491,280.0
- HNW AUM1,729,259,857.0