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)40,609,132,795.0
- RAUM (discretionary)40,609,132,795.0
- Actionable assets39,794,432,727.0
- Accounts (total)936.0
Institutional Clients
- Government AUM295,206,390.0
- Pension AUM1,027,453,478.0
- Charitable AUM860,161,767.0
- HNW AUM1,307,203,174.0