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)2,507,053,426.0
- RAUM (discretionary)2,507,053,426.0
- Actionable assets2,507,053,426.0
- Accounts (total)32.0
Institutional Clients
- Government AUM1,379,022,182.0
- Pension AUM252,003,924.0
- Charitable AUM199,215,771.0
- HNW AUM1,935,466.0