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)4,051,333,740.0
- RAUM (discretionary)4,046,646,724.0
- Actionable assets3,481,292,078.0
- Accounts (total)6,733.0
Institutional Clients
- Government AUM7,660,547.0
- Pension AUM10,124,867.0
- Charitable AUM43,910,709.0
- HNW AUM3,367,152,580.0