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)43,611,680,937.0
- RAUM (discretionary)43,399,306,623.0
- Actionable assets39,006,388,977.0
- Accounts (total)77.0
Institutional Clients
- Government AUM15,505,010.0
- Pension AUM751,438,322.0
- Charitable AUM173,904,101.0
- HNW AUM—