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)62,376,876,918.0
- RAUM (discretionary)62,209,597,907.0
- Actionable assets53,266,859,061.0
- Accounts (total)69,312.0
Institutional Clients
- Government AUM0.0
- Pension AUM148,956,932.0
- Charitable AUM33,730,312.0
- HNW AUM487,882,502.0