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)1,176,147,625.0
- RAUM (discretionary)1,142,495,101.0
- Actionable assets1,176,147,625.0
- Accounts (total)1,344.0
Institutional Clients
- Government AUM—
- Pension AUM3,755,119.0
- Charitable AUM117,052,213.0
- HNW AUM1,055,340,293.0