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)6,538,323,255.0
- RAUM (discretionary)6,522,688,157.0
- Actionable assets6,418,289,613.0
- Accounts (total)2,573.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,874,459.0
- Charitable AUM338,743,257.0
- HNW AUM4,496,956,992.0