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)1,908,037,334.0
- RAUM (discretionary)1,908,037,334.0
- Actionable assets1,524,758,539.0
- Accounts (total)4,320.0
Institutional Clients
- Government AUM—
- Pension AUM753,497.0
- Charitable AUM64,124,805.0
- HNW AUM841,896,596.0