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)400,289,337,103.0
- RAUM (discretionary)399,131,253,146.0
- Actionable assets400,280,705,109.0
- Accounts (total)735.0
Institutional Clients
- Government AUM23,543,545,374.0
- Pension AUM66,109,919,914.0
- Charitable AUM2,790,305,060.0
- HNW AUM7,183,034,539.0