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)1,432,327,484.0
- RAUM (discretionary)1,288,491,136.0
- Actionable assets1,224,324,905.0
- Accounts (total)3,813.0
Institutional Clients
- Government AUM—
- Pension AUM3,402,282.0
- Charitable AUM14,230,881.0
- HNW AUM1,188,065,721.0