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)1,676,210,398.0
- RAUM (discretionary)1,676,210,398.0
- Actionable assets1,542,631,182.0
- Accounts (total)3,205.0
Institutional Clients
- Government AUM—
- Pension AUM1,597,264.0
- Charitable AUM4,732,197.0
- HNW AUM1,533,676,360.0