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)1,382,588,015.0
- RAUM (discretionary)1,382,588,015.0
- Actionable assets1,160,917,740.0
- Accounts (total)1,011.0
Institutional Clients
- Government AUM—
- Pension AUM41,575,871.0
- Charitable AUM—
- HNW AUM1,119,341,869.0