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)7,295,029,795.0
- RAUM (discretionary)6,655,631,039.0
- Actionable assets7,064,606,190.0
- Accounts (total)6,712.0
Institutional Clients
- Government AUM0.0
- Pension AUM286,548,158.0
- Charitable AUM555,009,051.0
- HNW AUM6,223,048,981.0