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)835,713,261,770.0
- RAUM (discretionary)835,713,261,770.0
- Actionable assets835,149,663,513.0
- Accounts (total)1,611.0
Institutional Clients
- Government AUM20,598,998,273.0
- Pension AUM2,153,730,700.0
- Charitable AUM786,131,110.0
- HNW AUM5,557,531,032.0