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)3,593,207,210.0
- RAUM (discretionary)3,548,419,880.0
- Actionable assets2,791,270,360.0
- Accounts (total)9,504.0
Institutional Clients
- Government AUM788,459,498.0
- Pension AUM27,818,935.0
- Charitable AUM65,406,546.0
- HNW AUM1,270,898,449.0