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)1,898,116,372.0
- RAUM (discretionary)1,898,116,372.0
- Actionable assets1,440,036,072.0
- Accounts (total)2,833.0
Institutional Clients
- Government AUM—
- Pension AUM77,795,014.0
- Charitable AUM36,474,717.0
- HNW AUM1,308,079,378.0