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)1,889,548,733.0
- RAUM (discretionary)1,877,913,898.0
- Actionable assets1,704,229,226.0
- Accounts (total)2,912.0
Institutional Clients
- Government AUM—
- Pension AUM18,676,861.0
- Charitable AUM168,878,269.0
- HNW AUM1,239,485,121.0