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)6,079,418,273.0
- RAUM (discretionary)6,079,418,273.0
- Actionable assets5,807,548,563.0
- Accounts (total)1,333.0
Institutional Clients
- Government AUM872,432,600.0
- Pension AUM23,779,415.0
- Charitable AUM877,752,448.0
- HNW AUM1,999,736,878.0