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)3,366,400,389.0
- RAUM (discretionary)3,366,400,389.0
- Actionable assets3,366,400,389.0
- Accounts (total)77.0
Institutional Clients
- Government AUM53,544,633.0
- Pension AUM179,381,792.0
- Charitable AUM450,076,796.0
- HNW AUM189,375,118.0