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)11,351,507,993.0
- RAUM (discretionary)11,351,507,993.0
- Actionable assets6,780,183,521.0
- Accounts (total)16,768.0
Institutional Clients
- Government AUM14,042,783.0
- Pension AUM3,308,836.0
- Charitable AUM212,733,938.0
- HNW AUM5,984,741,410.0