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)6,198,316,121.0
- RAUM (discretionary)6,198,316,121.0
- Actionable assets5,088,368,344.0
- Accounts (total)4,141.0
Institutional Clients
- Government AUM753,972,489.0
- Pension AUM664,179,278.0
- Charitable AUM152,398,857.0
- HNW AUM471,784,444.0