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)4,601,242,128.0
- RAUM (discretionary)2,202,667,214.0
- Actionable assets4,393,002,183.0
- Accounts (total)2,165.0
Institutional Clients
- Government AUM3,343,392,108.0
- Pension AUM381,737,268.0
- Charitable AUM0.0
- HNW AUM664,950,166.0