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)61,112,966,756.0
- RAUM (discretionary)57,599,549,081.0
- Actionable assets49,854,441,434.0
- Accounts (total)28,865.0
Institutional Clients
- Government AUM341,847,777.0
- Pension AUM911,712,508.0
- Charitable AUM1,804,913,791.0
- HNW AUM30,287,429,971.0