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)2,532,619,554.0
- RAUM (discretionary)2,427,851,622.0
- Actionable assets2,134,194,007.0
- Accounts (total)5,213.0
Institutional Clients
- Government AUM978,776.0
- Pension AUM395,644,538.0
- Charitable AUM56,810,343.0
- HNW AUM1,646,246,783.0