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)1,366,635,859.0
- RAUM (discretionary)1,284,145,061.0
- Actionable assets1,280,336,940.0
- Accounts (total)2,337.0
Institutional Clients
- Government AUM—
- Pension AUM449,353,528.0
- Charitable AUM4,356,640.0
- HNW AUM797,786,435.0