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)4,885,270,151.0
- RAUM (discretionary)4,740,484,599.0
- Actionable assets4,876,186,374.0
- Accounts (total)206.0
Institutional Clients
- Government AUM1,571,424,574.0
- Pension AUM235,271,664.0
- Charitable AUM176,002,539.0
- HNW AUM107,431,586.0