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)6,504,509,773.0
- RAUM (discretionary)6,432,924,292.0
- Actionable assets5,351,427,885.0
- Accounts (total)20,275.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM4,964,858,075.0