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)2,051,517,525.0
- RAUM (discretionary)1,856,962,300.0
- Actionable assets1,780,770,409.0
- Accounts (total)1,683.0
Institutional Clients
- Government AUM—
- Pension AUM705,150,924.0
- Charitable AUM—
- HNW AUM1,065,449,608.0