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)2,434,135,739.0
- RAUM (discretionary)2,434,135,739.0
- Actionable assets1,533,483,566.0
- Accounts (total)3,840.0
Institutional Clients
- Government AUM136,764,342.0
- Pension AUM195,253,627.0
- Charitable AUM181,671,075.0
- HNW AUM996,987,539.0