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)1,771,078,009.0
- RAUM (discretionary)1,589,603,030.0
- Actionable assets551,271,870.0
- Accounts (total)9,231.0
Institutional Clients
- Government AUM—
- Pension AUM174,086,751.0
- Charitable AUM3,412,633.0
- HNW AUM362,996,550.0