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)1,201,682,793.0
- RAUM (discretionary)1,184,859,234.0
- Actionable assets1,143,604,065.0
- Accounts (total)1,299.0
Institutional Clients
- Government AUM—
- Pension AUM21,630,290.0
- Charitable AUM—
- HNW AUM1,121,973,775.0