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)2,208,893,771.0
- RAUM (discretionary)2,208,893,771.0
- Actionable assets2,178,423,904.0
- Accounts (total)170.0
Institutional Clients
- Government AUM284,460,792.0
- Pension AUM345,153,725.0
- Charitable AUM697,809,521.0
- HNW AUM638,679,275.0