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)6,545,996,799.0
- RAUM (discretionary)6,336,632,919.0
- Actionable assets6,475,817,724.0
- Accounts (total)2,160.0
Institutional Clients
- Government AUM1,130,668,290.0
- Pension AUM—
- Charitable AUM221,630,877.0
- HNW AUM2,290,691,140.0