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)25,097,132,975.0
- RAUM (discretionary)24,831,273,352.0
- Actionable assets18,486,208,701.0
- Accounts (total)64,930.0
Institutional Clients
- Government AUM0.0
- Pension AUM597,630,809.0
- Charitable AUM23,704,470.0
- HNW AUM17,615,229,062.0