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)19,650,381,670.0
- RAUM (discretionary)9,013,416,441.0
- Actionable assets19,624,824,636.0
- Accounts (total)6,467.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,001,211,121.0
- Charitable AUM456,257,580.0
- HNW AUM11,380,767,724.0