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)315,286,272,054.0
- RAUM (discretionary)309,013,667,606.0
- Actionable assets287,653,342,173.0
- Accounts (total)428.0
Institutional Clients
- Government AUM95,023,994,845.0
- Pension AUM169,192,437,997.0
- Charitable AUM8,263,913,004.0
- HNW AUM265,123,345.0