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)2,754,086,162.0
- RAUM (discretionary)2,058,564,399.0
- Actionable assets2,754,086,162.0
- Accounts (total)56.0
Institutional Clients
- Government AUM166,495,759.0
- Pension AUM305,041,481.0
- Charitable AUM138,416,702.0
- HNW AUM66,849,682.0