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)3,206,698,268.0
- RAUM (discretionary)3,173,783,090.0
- Actionable assets2,276,755,770.0
- Accounts (total)8,318.0
Institutional Clients
- Government AUM—
- Pension AUM120,920,850.0
- Charitable AUM—
- HNW AUM2,065,468,809.0