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)1,899,035,212.0
- RAUM (discretionary)1,832,741,863.0
- Actionable assets1,870,071,959.0
- Accounts (total)2,735.0
Institutional Clients
- Government AUM—
- Pension AUM59,455,915.0
- Charitable AUM79,421,124.0
- HNW AUM1,731,194,920.0