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)2,845,896,775.0
- RAUM (discretionary)2,845,896,775.0
- Actionable assets2,709,142,578.0
- Accounts (total)419.0
Institutional Clients
- Government AUM61,874,582.0
- Pension AUM404,315,769.0
- Charitable AUM185,756,276.0
- HNW AUM69,384,375.0