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)4,812,943,447.0
- RAUM (discretionary)4,767,709,690.0
- Actionable assets3,571,930,995.0
- Accounts (total)4,203.0
Institutional Clients
- Government AUM138,450,269.0
- Pension AUM75,867,989.0
- Charitable AUM737,445,178.0
- HNW AUM2,057,957,184.0