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)2,358,678,962.0
- RAUM (discretionary)2,225,923,436.0
- Actionable assets2,034,164,055.0
- Accounts (total)4,507.0
Institutional Clients
- Government AUM5,400,603.0
- Pension AUM6,734,921.0
- Charitable AUM12,404,273.0
- HNW AUM1,792,666,020.0