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)1,778,346,372.0
- RAUM (discretionary)1,579,598,552.0
- Actionable assets1,722,866,683.0
- Accounts (total)897.0
Institutional Clients
- Government AUM—
- Pension AUM19,056,919.0
- Charitable AUM90,357,277.0
- HNW AUM1,544,270,798.0