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)1,818,741,357.0
- RAUM (discretionary)1,534,648,508.0
- Actionable assets786,761,741.0
- Accounts (total)3,745.0
Institutional Clients
- Government AUM21,205,036.0
- Pension AUM12,367,433.0
- Charitable AUM8,015,513.0
- HNW AUM721,554,015.0