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)4,225,941,279.0
- RAUM (discretionary)4,222,619,492.0
- Actionable assets3,836,174,101.0
- Accounts (total)2,412.0
Institutional Clients
- Government AUM859,381,708.0
- Pension AUM633,257,491.0
- Charitable AUM143,400,228.0
- HNW AUM1,449,054,579.0