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)5,141,052,108.0
- RAUM (discretionary)5,113,590,041.0
- Actionable assets4,500,868,227.0
- Accounts (total)4,264.0
Institutional Clients
- Government AUM0.0
- Pension AUM25,566,863.0
- Charitable AUM34,845,484.0
- HNW AUM4,430,487,551.0