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)5,305,667,640.0
- RAUM (discretionary)3,444,380,680.0
- Actionable assets3,217,448,050.0
- Accounts (total)14,293.0
Institutional Clients
- Government AUM45,166,011.0
- Pension AUM74,380,932.0
- Charitable AUM136,289,457.0
- HNW AUM2,781,269,932.0