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)3,841,850,195.0
- RAUM (discretionary)3,841,850,195.0
- Actionable assets3,841,850,195.0
- Accounts (total)22.0
Institutional Clients
- Government AUM499,477,551.0
- Pension AUM898,865,631.0
- Charitable AUM894,255,371.0
- HNW AUM37,478,402.0