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)6,010,457,854.0
- RAUM (discretionary)6,010,457,854.0
- Actionable assets3,726,975,923.0
- Accounts (total)14,788.0
Institutional Clients
- Government AUM0.0
- Pension AUM213,453,939.0
- Charitable AUM19,488,521.0
- HNW AUM1,862,846,299.0