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)27,791,353,702.0
- RAUM (discretionary)25,773,346,131.0
- Actionable assets27,788,455,159.0
- Accounts (total)504.0
Institutional Clients
- Government AUM1,582,235,770.0
- Pension AUM0.0
- Charitable AUM24,544,470.0
- HNW AUM23,801,931.0