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)5,925,927,888.0
- RAUM (discretionary)5,925,927,888.0
- Actionable assets5,925,561,755.0
- Accounts (total)2,271.0
Institutional Clients
- Government AUM11,484,745.0
- Pension AUM0.0
- Charitable AUM290,918,024.0
- HNW AUM92,219,767.0