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)14,998,852,974.0
- RAUM (discretionary)13,119,209,181.0
- Actionable assets7,657,776,073.0
- Accounts (total)71,074.0
Institutional Clients
- Government AUM0.0
- Pension AUM268,954,305.0
- Charitable AUM83,966,579.0
- HNW AUM6,975,917,490.0