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)7,319,089,239.0
- RAUM (discretionary)6,882,963,971.0
- Actionable assets6,673,793,414.0
- Accounts (total)11,470.0
Institutional Clients
- Government AUM0.0
- Pension AUM127,096,853.0
- Charitable AUM118,374,385.0
- HNW AUM5,613,350,568.0