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)7,909,384,939.0
- RAUM (discretionary)7,819,396,869.0
- Actionable assets7,880,203,270.0
- Accounts (total)884.0
Institutional Clients
- Government AUM6,023,075,830.0
- Pension AUM853,445,915.0
- Charitable AUM381,030.0
- HNW AUM882,943,233.0