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)3,822,199,167.0
- RAUM (discretionary)3,584,143,303.0
- Actionable assets2,564,680,167.0
- Accounts (total)43.0
Institutional Clients
- Government AUM246,303,142.0
- Pension AUM30,822,650.0
- Charitable AUM—
- HNW AUM—