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)3,100,744,962.0
- RAUM (discretionary)3,074,174,114.0
- Actionable assets2,260,657,607.0
- Accounts (total)3,617.0
Institutional Clients
- Government AUM329,978.0
- Pension AUM1,595,606,898.0
- Charitable AUM5,455,430.0
- HNW AUM652,077,761.0