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)12,538,891,425.0
- RAUM (discretionary)11,255,001,918.0
- Actionable assets9,606,650,730.0
- Accounts (total)45,782.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,873,175,479.0
- Charitable AUM51,680,571.0
- HNW AUM6,149,120,727.0