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)8,494,589,824.0
- RAUM (discretionary)8,494,589,824.0
- Actionable assets8,108,403,353.0
- Accounts (total)4,043.0
Institutional Clients
- Government AUM143,463,177.0
- Pension AUM0.0
- Charitable AUM1,093,534,558.0
- HNW AUM5,160,397,833.0