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)8,739,376,053.0
- RAUM (discretionary)6,528,093,408.0
- Actionable assets8,739,376,053.0
- Accounts (total)121.0
Institutional Clients
- Government AUM597,505,924.0
- Pension AUM19,631.0
- Charitable AUM29,319,752.0
- HNW AUM6,500,980,994.0