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)1,652,507,535.0
- RAUM (discretionary)1,652,507,535.0
- Actionable assets1,634,410,520.0
- Accounts (total)37.0
Institutional Clients
- Government AUM1,070,072,332.0
- Pension AUM355,911,243.0
- Charitable AUM54,976,255.0
- HNW AUM—