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)8,901,029,329.0
- RAUM (discretionary)8,901,029,329.0
- Actionable assets8,534,586,945.0
- Accounts (total)32.0
Institutional Clients
- Government AUM665,939,672.0
- Pension AUM1,805,633,987.0
- Charitable AUM37,332,854.0
- HNW AUM—