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)40,286,791,400.0
- RAUM (discretionary)40,286,791,400.0
- Actionable assets40,263,532,448.0
- Accounts (total)5,016.0
Institutional Clients
- Government AUM7,067,415.0
- Pension AUM10,031,497.0
- Charitable AUM619,396,423.0
- HNW AUM11,240,715,294.0