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)12,463,604,501.0
- RAUM (discretionary)12,463,604,501.0
- Actionable assets9,982,872,981.0
- Accounts (total)61.0
Institutional Clients
- Government AUM75,725,655.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM7,137,961.0