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)12,910,068,636.0
- RAUM (discretionary)12,783,562,190.0
- Actionable assets12,910,068,636.0
- Accounts (total)157.0
Institutional Clients
- Government AUM1,701,034,466.0
- Pension AUM1,430,484,155.0
- Charitable AUM3,667,038,583.0
- HNW AUM222,905,182.0