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)3,898,065,509.0
- RAUM (discretionary)3,610,169,946.0
- Actionable assets2,907,537,442.0
- Accounts (total)1,190.0
Institutional Clients
- Government AUM48,634,829.0
- Pension AUM47,785,455.0
- Charitable AUM97,164,750.0
- HNW AUM2,570,409,127.0