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)2,809,985,493.0
- RAUM (discretionary)2,809,985,493.0
- Actionable assets2,047,173,283.0
- Accounts (total)3,521.0
Institutional Clients
- Government AUM251,487,047.0
- Pension AUM80,072,584.0
- Charitable AUM148,709,544.0
- HNW AUM1,333,774,114.0