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)3,846,550,007.0
- RAUM (discretionary)3,608,800,007.0
- Actionable assets3,471,901,122.0
- Accounts (total)877.0
Institutional Clients
- Government AUM506,108,177.0
- Pension AUM9,199,650.0
- Charitable AUM1,080,568,850.0
- HNW AUM1,666,305,415.0