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)1,318,093,474.0
- RAUM (discretionary)1,318,093,474.0
- Actionable assets1,082,557,123.0
- Accounts (total)1,057.0
Institutional Clients
- Government AUM190,866,723.0
- Pension AUM13,688,754.0
- Charitable AUM228,522,179.0
- HNW AUM631,688,102.0