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)2,336,846,478.0
- RAUM (discretionary)1,549,254,187.0
- Actionable assets2,336,052,953.0
- Accounts (total)1,901.0
Institutional Clients
- Government AUM—
- Pension AUM12,530,500.0
- Charitable AUM23,249,818.0
- HNW AUM2,285,624,611.0