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)138,624,838,407.0
- RAUM (discretionary)137,368,803,130.0
- Actionable assets138,624,838,407.0
- Accounts (total)361.0
Institutional Clients
- Government AUM13,118,141,556.0
- Pension AUM11,061,694,247.0
- Charitable AUM959,016,917.0
- HNW AUM922,456,793.0