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)3,051,151,512.0
- RAUM (discretionary)3,051,151,512.0
- Actionable assets1,609,386,616.0
- Accounts (total)6,039.0
Institutional Clients
- Government AUM17,904,296.0
- Pension AUM81,542,804.0
- Charitable AUM109,984,845.0
- HNW AUM968,928,102.0