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)6,060,926,747.0
- RAUM (discretionary)5,493,405,565.0
- Actionable assets5,736,572,281.0
- Accounts (total)6,249.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,167,606.0
- Charitable AUM14,009,985.0
- HNW AUM5,619,095,440.0