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)1,796,671,361.0
- RAUM (discretionary)1,394,422,355.0
- Actionable assets1,489,184,922.0
- Accounts (total)4,200.0
Institutional Clients
- Government AUM0.0
- Pension AUM432,381,024.0
- Charitable AUM—
- HNW AUM1,021,640,605.0