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)20,855,885,591.0
- RAUM (discretionary)20,803,103,274.0
- Actionable assets16,490,232,952.0
- Accounts (total)183.0
Institutional Clients
- Government AUM233,957,886.0
- Pension AUM810,477,045.0
- Charitable AUM165,005,404.0
- HNW AUM608,717,038.0