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)7,390,448,876.0
- RAUM (discretionary)7,390,448,876.0
- Actionable assets7,188,153,438.0
- Accounts (total)50.0
Institutional Clients
- Government AUM612,815,141.0
- Pension AUM394,597,541.0
- Charitable AUM—
- HNW AUM—