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)5,490,234,389.0
- RAUM (discretionary)5,490,234,389.0
- Actionable assets5,490,234,389.0
- Accounts (total)81.0
Institutional Clients
- Government AUM1,354,292,189.0
- Pension AUM2,437,314,115.0
- Charitable AUM134,195,540.0
- HNW AUM3,505,810.0