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)1,375,126,396.0
- RAUM (discretionary)1,375,126,396.0
- Actionable assets1,297,324,370.0
- Accounts (total)4,411.0
Institutional Clients
- Government AUM—
- Pension AUM6,443,509.0
- Charitable AUM—
- HNW AUM1,288,107,215.0