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)8,223,270,765.0
- RAUM (discretionary)8,223,270,765.0
- Actionable assets8,223,270,765.0
- Accounts (total)57.0
Institutional Clients
- Government AUM1,471,432,601.0
- Pension AUM1,148,127,214.0
- Charitable AUM718,040,401.0
- HNW AUM38,451,481.0