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)4,636,738,041.0
- RAUM (discretionary)4,211,656,213.0
- Actionable assets4,232,323,253.0
- Accounts (total)2,613.0
Institutional Clients
- Government AUM—
- Pension AUM37,548,175.0
- Charitable AUM75,779,656.0
- HNW AUM604,358,295.0