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)11,604,602,601.0
- RAUM (discretionary)11,604,602,601.0
- Actionable assets11,077,100,458.0
- Accounts (total)8,767.0
Institutional Clients
- Government AUM0.0
- Pension AUM308,441,961.0
- Charitable AUM200,907,213.0
- HNW AUM8,640,201,908.0