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)3,270,847,563.0
- RAUM (discretionary)3,261,327,194.0
- Actionable assets2,733,818,848.0
- Accounts (total)5,866.0
Institutional Clients
- Government AUM—
- Pension AUM38,608,904.0
- Charitable AUM176,750,534.0
- HNW AUM2,510,555,367.0