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)2,303,385,718.0
- RAUM (discretionary)2,289,812,745.0
- Actionable assets2,245,814,631.0
- Accounts (total)1,158.0
Institutional Clients
- Government AUM—
- Pension AUM24,169,228.0
- Charitable AUM9,759,545.0
- HNW AUM1,831,517,180.0