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)1,317,812,779.0
- RAUM (discretionary)1,070,383,425.0
- Actionable assets1,216,090,511.0
- Accounts (total)2,548.0
Institutional Clients
- Government AUM—
- Pension AUM26,808,165.0
- Charitable AUM17,479,264.0
- HNW AUM1,168,862,752.0