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)5,454,175,362.0
- RAUM (discretionary)4,889,144,515.0
- Actionable assets4,509,020,540.0
- Accounts (total)12,924.0
Institutional Clients
- Government AUM15,950,513.0
- Pension AUM234,258,470.0
- Charitable AUM89,781,415.0
- HNW AUM4,122,394,570.0