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)274,673,755,365.0
- RAUM (discretionary)274,622,819,136.0
- Actionable assets272,436,991,809.0
- Accounts (total)6,806.0
Institutional Clients
- Government AUM655,359,992.0
- Pension AUM4,527,154,943.0
- Charitable AUM408,072,828.0
- HNW AUM9,253,908.0