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)3,967,980,032.0
- RAUM (discretionary)3,967,980,032.0
- Actionable assets3,967,866,823.0
- Accounts (total)76.0
Institutional Clients
- Government AUM339,444,849.0
- Pension AUM484,686,884.0
- Charitable AUM40,808,756.0
- HNW AUM—