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)1,804,308,550.0
- RAUM (discretionary)1,779,450,295.0
- Actionable assets1,484,269,313.0
- Accounts (total)3,439.0
Institutional Clients
- Government AUM—
- Pension AUM6,078,371.0
- Charitable AUM27,652,781.0
- HNW AUM1,407,479,174.0