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)228,739,114,272.0
- RAUM (discretionary)228,488,566,171.0
- Actionable assets211,363,391,001.0
- Accounts (total)232.0
Institutional Clients
- Government AUM2,856,084,790.0
- Pension AUM1,280,008,952.0
- Charitable AUM458,839,771.0
- HNW AUM437,209,157.0