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)7,195,237,282.0
- RAUM (discretionary)5,588,305,623.0
- Actionable assets2,575,065,702.0
- Accounts (total)29,614.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,361,865.0
- Charitable AUM36,906,097.0
- HNW AUM2,307,738,089.0