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)4,460,003,433.0
- RAUM (discretionary)4,460,003,433.0
- Actionable assets4,456,857,108.0
- Accounts (total)204.0
Institutional Clients
- Government AUM569,012,007.0
- Pension AUM113,719,414.0
- Charitable AUM0.0
- HNW AUM7,665,821.0