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)1,574,375,590.0
- RAUM (discretionary)1,531,798,002.0
- Actionable assets828,586,344.0
- Accounts (total)3,957.0
Institutional Clients
- Government AUM4,117,622.0
- Pension AUM119,175,240.0
- Charitable AUM50,432,580.0
- HNW AUM633,705,989.0