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)7,093,712,521.0
- RAUM (discretionary)7,048,382,028.0
- Actionable assets4,919,166,081.0
- Accounts (total)5,314.0
Institutional Clients
- Government AUM12,225,672.0
- Pension AUM321,585,928.0
- Charitable AUM1,869,808,299.0
- HNW AUM376,614,937.0