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)37,703,918,773.0
- RAUM (discretionary)37,703,918,773.0
- Actionable assets37,573,181,285.0
- Accounts (total)2,732.0
Institutional Clients
- Government AUM2,076,027,103.0
- Pension AUM2,520,851,847.0
- Charitable AUM1,223,450,923.0
- HNW AUM2,219,187,193.0