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)1,748,422,067.0
- RAUM (discretionary)1,748,422,067.0
- Actionable assets1,680,489,834.0
- Accounts (total)805.0
Institutional Clients
- Government AUM764,287,189.0
- Pension AUM27,380,684.0
- Charitable AUM44,596,309.0
- HNW AUM809,640,679.0