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)1,306,705,211.0
- RAUM (discretionary)1,149,225,261.0
- Actionable assets1,004,697,167.0
- Accounts (total)3,302.0
Institutional Clients
- Government AUM836,601.0
- Pension AUM88,987,378.0
- Charitable AUM29,857,354.0
- HNW AUM855,441,253.0