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)4,810,630,597.0
- RAUM (discretionary)4,810,630,597.0
- Actionable assets4,731,880,220.0
- Accounts (total)1,662.0
Institutional Clients
- Government AUM92,057,954.0
- Pension AUM116,549,665.0
- Charitable AUM2,420,737,756.0
- HNW AUM2,004,449,168.0