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)30,011,530,941.0
- RAUM (discretionary)30,011,530,941.0
- Actionable assets30,011,530,941.0
- Accounts (total)3,811.0
Institutional Clients
- Government AUM543,812,958.0
- Pension AUM1,044,096,334.0
- Charitable AUM420,517,275.0
- HNW AUM6,400,676.0