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)1,328,104,988.0
- RAUM (discretionary)1,223,190,158.0
- Actionable assets1,074,543,413.0
- Accounts (total)3,547.0
Institutional Clients
- Government AUM—
- Pension AUM104,914,830.0
- Charitable AUM—
- HNW AUM969,628,583.0