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)2,766,684,328.0
- RAUM (discretionary)2,766,684,328.0
- Actionable assets588,503,610.0
- Accounts (total)1,652.0
Institutional Clients
- Government AUM95,256,111.0
- Pension AUM25,010,606.0
- Charitable AUM49,373,202.0
- HNW AUM174,548,355.0