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)8,354,243,381.0
- RAUM (discretionary)8,353,741,397.0
- Actionable assets8,336,324,956.0
- Accounts (total)174.0
Institutional Clients
- Government AUM3,359,723,740.0
- Pension AUM84,896,293.0
- Charitable AUM—
- HNW AUM—