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)1,835,744,176.0
- RAUM (discretionary)1,774,486,670.0
- Actionable assets1,823,301,355.0
- Accounts (total)1,670.0
Institutional Clients
- Government AUM—
- Pension AUM1,765,390,585.0
- Charitable AUM—
- HNW AUM57,910,770.0