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)13,424,841,442.0
- RAUM (discretionary)12,754,122,148.0
- Actionable assets13,258,228,173.0
- Accounts (total)140.0
Institutional Clients
- Government AUM4,235,368,802.0
- Pension AUM4,064,581,748.0
- Charitable AUM469,056,926.0
- HNW AUM—