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)2,933,920,535.0
- RAUM (discretionary)2,917,170,486.0
- Actionable assets2,634,115,449.0
- Accounts (total)3,387.0
Institutional Clients
- Government AUM0.0
- Pension AUM88,643,338.0
- Charitable AUM81,265,524.0
- HNW AUM2,189,482,150.0