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)84,948,848,163.0
- RAUM (discretionary)84,524,294,442.0
- Actionable assets84,947,652,647.0
- Accounts (total)4,674.0
Institutional Clients
- Government AUM2,219,774,257.0
- Pension AUM2,152,165,972.0
- Charitable AUM1,885,097,322.0
- HNW AUM899,672,540.0