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)16,008,686,369.0
- RAUM (discretionary)16,008,686,369.0
- Actionable assets14,348,192,225.0
- Accounts (total)7,024.0
Institutional Clients
- Government AUM605,359,258.0
- Pension AUM1,405,202,519.0
- Charitable AUM536,274,843.0
- HNW AUM2,663,476,157.0