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)42,659,620,720.0
- RAUM (discretionary)42,659,620,720.0
- Actionable assets42,621,276,032.0
- Accounts (total)255.0
Institutional Clients
- Government AUM9,729,480,501.0
- Pension AUM3,813,208,830.0
- Charitable AUM973,727,775.0
- HNW AUM128,351,391.0