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)4,028,080,229.0
- RAUM (discretionary)4,028,080,229.0
- Actionable assets4,013,580,256.0
- Accounts (total)32.0
Institutional Clients
- Government AUM212,915,264.0
- Pension AUM0.0
- Charitable AUM9,576,608.0
- HNW AUM48,291,865.0