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)50,775,494,391.0
- RAUM (discretionary)46,336,499,546.0
- Actionable assets49,167,737,757.0
- Accounts (total)98.0
Institutional Clients
- Government AUM2,683,094,178.0
- Pension AUM4,547,263,729.0
- Charitable AUM5,915,332.0
- HNW AUM—