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)19,556,063,153.0
- RAUM (discretionary)19,424,905,479.0
- Actionable assets19,144,000,941.0
- Accounts (total)5,176.0
Institutional Clients
- Government AUM2,802,093,287.0
- Pension AUM1,011,633,243.0
- Charitable AUM619,457,377.0
- HNW AUM6,533,794,528.0