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)1,144,100,534.0
- RAUM (discretionary)1,144,100,534.0
- Actionable assets1,030,061,254.0
- Accounts (total)1,821.0
Institutional Clients
- Government AUM—
- Pension AUM13,854,905.0
- Charitable AUM9,261,970.0
- HNW AUM925,689,895.0