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)298,749,800,684.0
- RAUM (discretionary)294,226,773,452.0
- Actionable assets288,898,576,402.0
- Accounts (total)36,775.0
Institutional Clients
- Government AUM26,252,408,682.0
- Pension AUM34,104,155,786.0
- Charitable AUM11,178,679,309.0
- HNW AUM878,978,137.0