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)342,142,869,924.0
- RAUM (discretionary)250,297,498,518.0
- Actionable assets305,708,713,734.0
- Accounts (total)350,776.0
Institutional Clients
- Government AUM5,668,673,780.0
- Pension AUM16,524,207,269.0
- Charitable AUM6,957,954,152.0
- HNW AUM114,675,100,794.0