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)2,163,085,456.0
- RAUM (discretionary)2,028,958,988.0
- Actionable assets1,935,039,574.0
- Accounts (total)1,962.0
Institutional Clients
- Government AUM11,137,356.0
- Pension AUM1,361,093,229.0
- Charitable AUM123,205,045.0
- HNW AUM354,924,607.0