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)1,650,937,707.0
- RAUM (discretionary)1,438,432,129.0
- Actionable assets1,375,700,431.0
- Accounts (total)2,206.0
Institutional Clients
- Government AUM9,210,630.0
- Pension AUM19,523,028.0
- Charitable AUM138,701,280.0
- HNW AUM1,072,694,636.0