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)1,964,622,586.0
- RAUM (discretionary)1,049,498,212.0
- Actionable assets1,745,069,271.0
- Accounts (total)1,587.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,200,509,539.0
- Charitable AUM2,563,973.0
- HNW AUM532,938,759.0