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)7,004,872,405.0
- RAUM (discretionary)3,709,208,181.0
- Actionable assets4,964,835,533.0
- Accounts (total)6,977.0
Institutional Clients
- Government AUM0.0
- Pension AUM142,932,627.0
- Charitable AUM106,220,618.0
- HNW AUM1,461,343,045.0