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)162,734,991,569.0
- RAUM (discretionary)162,734,991,569.0
- Actionable assets161,017,655,810.0
- Accounts (total)267.0
Institutional Clients
- Government AUM7,002,780,039.0
- Pension AUM12,482,920,161.0
- Charitable AUM4,711,173,568.0
- HNW AUM90,712,161.0