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)318,037,012,784.0
- RAUM (discretionary)318,037,012,784.0
- Actionable assets314,638,919,975.0
- Accounts (total)12,065.0
Institutional Clients
- Government AUM67,086,054.0
- Pension AUM113,385,657.0
- Charitable AUM766,093,547.0
- HNW AUM3,445,954,183.0