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)193,108,369,361.0
- RAUM (discretionary)186,615,282,518.0
- Actionable assets192,404,512,009.0
- Accounts (total)571.0
Institutional Clients
- Government AUM1,705,915,339.0
- Pension AUM1,987,295,145.0
- Charitable AUM1,850,249,921.0
- HNW AUM64,391,451.0