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)2,876,862,358.0
- RAUM (discretionary)2,876,862,358.0
- Actionable assets2,832,857,245.0
- Accounts (total)1,033.0
Institutional Clients
- Government AUM0.0
- Pension AUM26,904,744.0
- Charitable AUM338,801,863.0
- HNW AUM2,321,039,141.0