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)7,804,796,892.0
- RAUM (discretionary)7,739,080,220.0
- Actionable assets7,804,796,892.0
- Accounts (total)32.0
Institutional Clients
- Government AUM146,075,962.0
- Pension AUM560,668,044.0
- Charitable AUM457,594,205.0
- HNW AUM—