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)2,281,803,093.0
- RAUM (discretionary)1,779,773,640.0
- Actionable assets2,192,540,050.0
- Accounts (total)2,583.0
Institutional Clients
- Government AUM—
- Pension AUM4,880,730.0
- Charitable AUM221,621,434.0
- HNW AUM1,371,136,080.0