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)45,288,445,586.0
- RAUM (discretionary)45,288,445,586.0
- Actionable assets44,409,358,930.0
- Accounts (total)705.0
Institutional Clients
- Government AUM427,418,227.0
- Pension AUM—
- Charitable AUM16,539,977.0
- HNW AUM413,366,999.0