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)1,406,920,944.0
- RAUM (discretionary)1,371,541,808.0
- Actionable assets1,153,131,002.0
- Accounts (total)3,313.0
Institutional Clients
- Government AUM—
- Pension AUM12,950,867.0
- Charitable AUM65,585,342.0
- HNW AUM1,059,224,547.0