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)457,482,709,435.0
- RAUM (discretionary)456,598,475,577.0
- Actionable assets444,051,981,543.0
- Accounts (total)6,061.0
Institutional Clients
- Government AUM2,372,976,212.0
- Pension AUM21,515,109,592.0
- Charitable AUM1,207,380,028.0
- HNW AUM1,209,111,766.0