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)3,912,055,977.0
- RAUM (discretionary)3,750,504,497.0
- Actionable assets3,643,508,280.0
- Accounts (total)7,206.0
Institutional Clients
- Government AUM0.0
- Pension AUM20,661,361.0
- Charitable AUM50,386,537.0
- HNW AUM3,383,001,832.0