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)4,904,134,773.0
- RAUM (discretionary)4,802,088,297.0
- Actionable assets4,054,346,621.0
- Accounts (total)12,950.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,844,963.0
- Charitable AUM46,665,587.0
- HNW AUM3,754,832,997.0