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)3,775,318,486.0
- RAUM (discretionary)3,748,775,668.0
- Actionable assets3,498,822,753.0
- Accounts (total)4,764.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,589,183,059.0
- Charitable AUM44,737,374.0
- HNW AUM1,839,892,241.0