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)1,375,509,745.0
- RAUM (discretionary)1,354,350,382.0
- Actionable assets1,231,749,335.0
- Accounts (total)2,932.0
Institutional Clients
- Government AUM—
- Pension AUM118,647,710.0
- Charitable AUM5,278,820.0
- HNW AUM1,064,923,453.0