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)4,737,607,372.0
- RAUM (discretionary)3,839,206,662.0
- Actionable assets3,096,724,986.0
- Accounts (total)12,032.0
Institutional Clients
- Government AUM0.0
- Pension AUM16,349,400.0
- Charitable AUM29,845,597.0
- HNW AUM2,663,293,735.0