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)48,286,884,607.0
- RAUM (discretionary)48,245,949,780.0
- Actionable assets47,987,670,531.0
- Accounts (total)115.0
Institutional Clients
- Government AUM586,479,699.0
- Pension AUM526,787,380.0
- Charitable AUM241,372,227.0
- HNW AUM400,702,691.0