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)1,731,785,545.0
- RAUM (discretionary)1,692,066,221.0
- Actionable assets1,667,719,142.0
- Accounts (total)2,832.0
Institutional Clients
- Government AUM—
- Pension AUM6,156,008.0
- Charitable AUM—
- HNW AUM1,661,563,134.0