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)6,769,151,197.0
- RAUM (discretionary)6,731,447,648.0
- Actionable assets6,175,312,713.0
- Accounts (total)1,795.0
Institutional Clients
- Government AUM363,088,910.0
- Pension AUM397,880,063.0
- Charitable AUM61,660,451.0
- HNW AUM1,698,882,911.0