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)3,774,949,288.0
- RAUM (discretionary)2,919,935,227.0
- Actionable assets3,186,743,458.0
- Accounts (total)6,985.0
Institutional Clients
- Government AUM5,377,519.0
- Pension AUM501,115,183.0
- Charitable AUM103,060,971.0
- HNW AUM2,547,327,115.0