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)2,381,633,715.0
- RAUM (discretionary)2,360,549,403.0
- Actionable assets2,206,019,616.0
- Accounts (total)2,979.0
Institutional Clients
- Government AUM7,017,723.0
- Pension AUM684,481,092.0
- Charitable AUM8,316,283.0
- HNW AUM1,446,752,823.0