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)5,320,412,049.0
- RAUM (discretionary)4,773,821,808.0
- Actionable assets3,026,272,094.0
- Accounts (total)14,510.0
Institutional Clients
- Government AUM457,064.0
- Pension AUM1,095,321,297.0
- Charitable AUM37,221,946.0
- HNW AUM1,725,853,066.0