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)18,116,026,433.0
- RAUM (discretionary)18,102,709,668.0
- Actionable assets18,116,026,433.0
- Accounts (total)4,261.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,253,262,674.0
- HNW AUM11,251,701,298.0