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)7,695,902,054.0
- RAUM (discretionary)7,629,187,748.0
- Actionable assets7,280,371,784.0
- Accounts (total)6,380.0
Institutional Clients
- Government AUM0.0
- Pension AUM126,054,624.0
- Charitable AUM1,598,582,559.0
- HNW AUM5,385,840,986.0