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)7,912,765,231.0
- RAUM (discretionary)7,912,765,231.0
- Actionable assets6,119,397,588.0
- Accounts (total)26.0
Institutional Clients
- Government AUM520,170,725.0
- Pension AUM—
- Charitable AUM119,079,862.0
- HNW AUM—