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)1,404,038,363.0
- RAUM (discretionary)1,132,278,720.0
- Actionable assets1,344,160,689.0
- Accounts (total)1,295.0
Institutional Clients
- Government AUM63,537,839.0
- Pension AUM208,221,804.0
- Charitable AUM0.0
- HNW AUM1,072,401,046.0