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)298,729,428,900.0
- RAUM (discretionary)298,729,428,900.0
- Actionable assets251,502,324,765.0
- Accounts (total)360,116.0
Institutional Clients
- Government AUM18,121,075,520.0
- Pension AUM4,537,792,872.0
- Charitable AUM4,305,510,778.0
- HNW AUM207,772,490,914.0