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)7,569,614,628.0
- RAUM (discretionary)4,869,690,700.0
- Actionable assets2,077,839,365.0
- Accounts (total)38,692.0
Institutional Clients
- Government AUM94,456,553.0
- Pension AUM56,739,078.0
- Charitable AUM109,255,925.0
- HNW AUM1,777,551,656.0