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)22,090,760,499.0
- RAUM (discretionary)22,090,760,499.0
- Actionable assets3,393,039,290.0
- Accounts (total)110,166.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,572,396.0
- Charitable AUM4,319,222.0
- HNW AUM3,337,159,717.0