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)2,561,762,653.0
- RAUM (discretionary)2,561,762,653.0
- Actionable assets2,507,891,956.0
- Accounts (total)88.0
Institutional Clients
- Government AUM52,388,719.0
- Pension AUM1,109,260,161.0
- Charitable AUM2,355,086.0
- HNW AUM1,994,436.0