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)8,511,877,560.0
- RAUM (discretionary)6,400,361,710.0
- Actionable assets4,516,806,975.0
- Accounts (total)6,394.0
Institutional Clients
- Government AUM0.0
- Pension AUM106,520,484.0
- Charitable AUM133,252,480.0
- HNW AUM1,790,314,530.0