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)7,251,904,123.0
- RAUM (discretionary)7,251,904,123.0
- Actionable assets2,530,468,852.0
- Accounts (total)16,134.0
Institutional Clients
- Government AUM0.0
- Pension AUM83,045,076.0
- Charitable AUM120,000,800.0
- HNW AUM1,906,777,430.0