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)5,158,388,062.0
- RAUM (discretionary)3,939,788,231.0
- Actionable assets4,756,539,669.0
- Accounts (total)1,216.0
Institutional Clients
- Government AUM16,647,501.0
- Pension AUM253,267,183.0
- Charitable AUM17,799,654.0
- HNW AUM500,930,056.0