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)5,093,298,172.0
- RAUM (discretionary)5,093,298,172.0
- Actionable assets5,093,298,172.0
- Accounts (total)106.0
Institutional Clients
- Government AUM3,938,501,420.0
- Pension AUM13,109,268.0
- Charitable AUM134,674,865.0
- HNW AUM200,616,475.0