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)17,245,181,811.0
- RAUM (discretionary)17,245,181,811.0
- Actionable assets16,720,364,492.0
- Accounts (total)2,143.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,628,014,865.0
- Charitable AUM1,780,447,982.0
- HNW AUM1,913,210,217.0