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)199,641,239,415.0
- RAUM (discretionary)199,641,239,415.0
- Actionable assets196,414,373,049.0
- Accounts (total)8,579.0
Institutional Clients
- Government AUM151,514,923,987.0
- Pension AUM2,021,920,492.0
- Charitable AUM1,132,716,906.0
- HNW AUM290,734,651.0