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)37,525,706,084.0
- RAUM (discretionary)37,525,706,084.0
- Actionable assets13,082,249,386.0
- Accounts (total)111,059.0
Institutional Clients
- Government AUM0.0
- Pension AUM598,257,829.0
- Charitable AUM6,512,052.0
- HNW AUM12,205,216,337.0