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)28,932,461,773.0
- RAUM (discretionary)28,788,283,822.0
- Actionable assets28,868,152,532.0
- Accounts (total)129.0
Institutional Clients
- Government AUM1,996,355,575.0
- Pension AUM5,718,483,815.0
- Charitable AUM119,545,878.0
- HNW AUM36,520,221.0