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)7,267,414,894.0
- RAUM (discretionary)7,255,413,564.0
- Actionable assets6,405,088,690.0
- Accounts (total)5,881.0
Institutional Clients
- Government AUM14,072,362.0
- Pension AUM68,027,028.0
- Charitable AUM358,696,980.0
- HNW AUM5,857,759,276.0