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)2,451,572,049.0
- RAUM (discretionary)2,451,572,049.0
- Actionable assets2,451,572,049.0
- Accounts (total)85.0
Institutional Clients
- Government AUM338,973,002.0
- Pension AUM101,035,869.0
- Charitable AUM317,599,316.0
- HNW AUM76,276,031.0