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)1,295,294,172.0
- RAUM (discretionary)1,295,294,172.0
- Actionable assets1,173,954,706.0
- Accounts (total)1,421.0
Institutional Clients
- Government AUM—
- Pension AUM5,875,303.0
- Charitable AUM242,385,094.0
- HNW AUM825,928,849.0