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)2,656,768,805.0
- RAUM (discretionary)2,656,768,805.0
- Actionable assets2,408,446,208.0
- Accounts (total)1,268.0
Institutional Clients
- Government AUM—
- Pension AUM3,224,620.0
- Charitable AUM541,377.0
- HNW AUM2,402,457,834.0