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)1,855,203,829.0
- RAUM (discretionary)1,096,040,812.0
- Actionable assets1,494,524,688.0
- Accounts (total)3,129.0
Institutional Clients
- Government AUM1,524,783.0
- Pension AUM706,505,010.0
- Charitable AUM5,420,798.0
- HNW AUM769,590,413.0