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)27,844,415,264.0
- RAUM (discretionary)1,159,725,388.0
- Actionable assets27,711,553,501.0
- Accounts (total)363.0
Institutional Clients
- Government AUM1,107,840,085.0
- Pension AUM24,032,587,620.0
- Charitable AUM105,537,308.0
- HNW AUM1,838,831,382.0