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)1,537,243,540.0
- RAUM (discretionary)1,537,243,540.0
- Actionable assets1,486,160,061.0
- Accounts (total)2,122.0
Institutional Clients
- Government AUM—
- Pension AUM17,944,571.0
- Charitable AUM1,726,477.0
- HNW AUM1,392,892,428.0