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)2,196,677,599.0
- RAUM (discretionary)2,196,677,599.0
- Actionable assets2,016,278,599.0
- Accounts (total)3,767.0
Institutional Clients
- Government AUM—
- Pension AUM80,851,627.0
- Charitable AUM8,987,069.0
- HNW AUM1,907,180,651.0