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)35,915,923,641.0
- RAUM (discretionary)35,266,744,243.0
- Actionable assets10,301,201,298.0
- Accounts (total)536,340.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM32,358,237.0
- HNW AUM10,218,699,599.0