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)5,228,063,835.0
- RAUM (discretionary)4,967,009,303.0
- Actionable assets5,209,697,985.0
- Accounts (total)23.0
Institutional Clients
- Government AUM2,318,659,859.0
- Pension AUM1,244,936,974.0
- Charitable AUM0.0
- HNW AUM162,942,017.0