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)10,083,906,150.0
- RAUM (discretionary)9,862,212,182.0
- Actionable assets9,256,467,540.0
- Accounts (total)20,501.0
Institutional Clients
- Government AUM0.0
- Pension AUM267,531,127.0
- Charitable AUM55,717,516.0
- HNW AUM8,608,658,804.0