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)21,292,246,925.0
- RAUM (discretionary)5,289,186,492.0
- Actionable assets21,233,844,435.0
- Accounts (total)1,069.0
Institutional Clients
- Government AUM0.0
- Pension AUM18,591,790,987.0
- Charitable AUM95,550,303.0
- HNW AUM732,138,325.0