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)1,840,634,834.0
- RAUM (discretionary)1,088,603,435.0
- Actionable assets1,802,625,350.0
- Accounts (total)193.0
Institutional Clients
- Government AUM307,846,746.0
- Pension AUM854,120,073.0
- Charitable AUM43,667,054.0
- HNW AUM310,718,343.0