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)2,128,225,509.0
- RAUM (discretionary)1,873,753,410.0
- Actionable assets1,923,160,144.0
- Accounts (total)1,090.0
Institutional Clients
- Government AUM11,691,688.0
- Pension AUM277,352,107.0
- Charitable AUM10,377,829.0
- HNW AUM1,604,382,950.0