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)7,319,916,211.0
- RAUM (discretionary)7,281,476,556.0
- Actionable assets7,315,063,303.0
- Accounts (total)1,744.0
Institutional Clients
- Government AUM0.0
- Pension AUM194,347.0
- Charitable AUM152,346,156.0
- HNW AUM5,353,155,613.0