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)20,380,202,747.0
- RAUM (discretionary)20,380,202,747.0
- Actionable assets12,975,375,705.0
- Accounts (total)24,433.0
Institutional Clients
- Government AUM118,519,934.0
- Pension AUM131,127,451.0
- Charitable AUM415,615,480.0
- HNW AUM9,768,788,554.0