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)1,701,742,264.0
- RAUM (discretionary)1,701,661,984.0
- Actionable assets1,493,003,856.0
- Accounts (total)2,791.0
Institutional Clients
- Government AUM—
- Pension AUM79,549,983.0
- Charitable AUM2,249,534.0
- HNW AUM1,365,003,537.0