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)5,297,194,239.0
- RAUM (discretionary)4,928,293,131.0
- Actionable assets4,823,995,651.0
- Accounts (total)80.0
Institutional Clients
- Government AUM380,393,434.0
- Pension AUM2,174,500,761.0
- Charitable AUM403,992,799.0
- HNW AUM140,632,154.0