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)211,331,386,426.0
- RAUM (discretionary)211,331,386,426.0
- Actionable assets209,899,245,931.0
- Accounts (total)5,269.0
Institutional Clients
- Government AUM10,543,042,480.0
- Pension AUM38,953,498,176.0
- Charitable AUM2,610,496,011.0
- HNW AUM873,666,188.0