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)1,734,378,971.0
- RAUM (discretionary)1,685,942,363.0
- Actionable assets1,550,790,775.0
- Accounts (total)3,608.0
Institutional Clients
- Government AUM—
- Pension AUM7,073,595.0
- Charitable AUM2,607,389.0
- HNW AUM1,541,109,791.0