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)1,488,809,873.0
- RAUM (discretionary)1,461,797,752.0
- Actionable assets1,287,848,720.0
- Accounts (total)3,161.0
Institutional Clients
- Government AUM3,958,547.0
- Pension AUM241,425.0
- Charitable AUM1,292,486.0
- HNW AUM1,271,768,526.0