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)1,536,658,642.0
- RAUM (discretionary)1,522,487,060.0
- Actionable assets1,365,120,806.0
- Accounts (total)2,827.0
Institutional Clients
- Government AUM—
- Pension AUM5,887,397.0
- Charitable AUM9,980,102.0
- HNW AUM1,347,485,106.0