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)7,767,270,928.0
- RAUM (discretionary)7,767,270,928.0
- Actionable assets5,928,692,130.0
- Accounts (total)18.0
Institutional Clients
- Government AUM2,263,453,852.0
- Pension AUM342,672,922.0
- Charitable AUM1,003,085,166.0
- HNW AUM—