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)1,461,903,002.0
- RAUM (discretionary)1,461,903,002.0
- Actionable assets1,207,487,774.0
- Accounts (total)2,582.0
Institutional Clients
- Government AUM548,950,666.0
- Pension AUM—
- Charitable AUM3,016,769.0
- HNW AUM560,212,082.0