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)5,592,556,041.0
- RAUM (discretionary)5,453,613,025.0
- Actionable assets4,672,454,036.0
- Accounts (total)9,415.0
Institutional Clients
- Government AUM483,686.0
- Pension AUM188,644,797.0
- Charitable AUM96,235,829.0
- HNW AUM4,296,548,571.0