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)4,058,092,545.0
- RAUM (discretionary)4,058,092,545.0
- Actionable assets3,945,274,812.0
- Accounts (total)47.0
Institutional Clients
- Government AUM2,599,611,247.0
- Pension AUM785,108,759.0
- Charitable AUM400,608,860.0
- HNW AUM26,060,873.0