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)30,147,517,560.0
- RAUM (discretionary)29,945,220,765.0
- Actionable assets30,111,146,260.0
- Accounts (total)3,608.0
Institutional Clients
- Government AUM303,423,875.0
- Pension AUM657,391,475.0
- Charitable AUM4,568,520,447.0
- HNW AUM10,638,124,076.0