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)1,915,081,746.0
- RAUM (discretionary)1,896,024,203.0
- Actionable assets1,474,266,929.0
- Accounts (total)6,130.0
Institutional Clients
- Government AUM—
- Pension AUM1,135,244.0
- Charitable AUM16,272,376.0
- HNW AUM1,454,032,186.0