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)13,452,681,852.0
- RAUM (discretionary)13,452,681,852.0
- Actionable assets1,912,529,951.0
- Accounts (total)7,414.0
Institutional Clients
- Government AUM377,083.0
- Pension AUM0.0
- Charitable AUM82,806,391.0
- HNW AUM1,810,668,797.0