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)8,444,747,246.0
- RAUM (discretionary)8,444,747,246.0
- Actionable assets8,443,917,794.0
- Accounts (total)344.0
Institutional Clients
- Government AUM2,025,271,600.0
- Pension AUM0.0
- Charitable AUM167,935,443.0
- HNW AUM613,097,872.0