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)1,534,608,463.0
- RAUM (discretionary)1,534,608,463.0
- Actionable assets1,340,483,396.0
- Accounts (total)2,773.0
Institutional Clients
- Government AUM—
- Pension AUM4,802,094.0
- Charitable AUM—
- HNW AUM1,326,916,493.0