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)9,736,764,899.0
- RAUM (discretionary)1,497,127,991.0
- Actionable assets9,733,812,793.0
- Accounts (total)1,365.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,957,511,701.0
- Charitable AUM175,079,729.0
- HNW AUM1,385,948,525.0