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)5,171,178,018.0
- RAUM (discretionary)5,171,178,018.0
- Actionable assets5,083,619,233.0
- Accounts (total)339.0
Institutional Clients
- Government AUM3,083,386,388.0
- Pension AUM557,638.0
- Charitable AUM1,398,444,611.0
- HNW AUM264,353,704.0