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)3,826,396,548.0
- RAUM (discretionary)3,590,133,305.0
- Actionable assets3,787,443,187.0
- Accounts (total)1,566.0
Institutional Clients
- Government AUM32,979,248.0
- Pension AUM30,762,982.0
- Charitable AUM274,130,341.0
- HNW AUM3,404,751,385.0