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)27,170,620,838.0
- RAUM (discretionary)27,170,620,838.0
- Actionable assets26,746,005,273.0
- Accounts (total)1,560.0
Institutional Clients
- Government AUM917,249,543.0
- Pension AUM787,574,025.0
- Charitable AUM458,718,309.0
- HNW AUM359,141,882.0