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)1,542,817,384.0
- RAUM (discretionary)1,542,817,384.0
- Actionable assets1,350,027,173.0
- Accounts (total)1,476.0
Institutional Clients
- Government AUM—
- Pension AUM7,862,830.0
- Charitable AUM11,853,405.0
- HNW AUM1,277,799,659.0