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)1,511,170,253.0
- RAUM (discretionary)1,511,170,253.0
- Actionable assets1,400,146,482.0
- Accounts (total)2,349.0
Institutional Clients
- Government AUM—
- Pension AUM35,504,509.0
- Charitable AUM24,090,931.0
- HNW AUM1,234,698,547.0