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)3,930,236,135.0
- RAUM (discretionary)3,930,236,135.0
- Actionable assets3,895,604,577.0
- Accounts (total)1,613.0
Institutional Clients
- Government AUM75,921,012.0
- Pension AUM0.0
- Charitable AUM79,911,367.0
- HNW AUM3,094,212,626.0