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)6,329,396,180.0
- RAUM (discretionary)6,197,585,913.0
- Actionable assets4,007,998,859.0
- Accounts (total)22,242.0
Institutional Clients
- Government AUM952,790.0
- Pension AUM527,641,112.0
- Charitable AUM51,395,545.0
- HNW AUM3,131,946,378.0