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)4,595,660,113.0
- RAUM (discretionary)4,420,171,742.0
- Actionable assets4,158,640,993.0
- Accounts (total)9,000.0
Institutional Clients
- Government AUM111,435,118.0
- Pension AUM205,324,282.0
- Charitable AUM10,167,364.0
- HNW AUM3,547,892,313.0