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)3,383,707,000.0
- RAUM (discretionary)3,287,769,000.0
- Actionable assets2,382,211,500.0
- Accounts (total)204.0
Institutional Clients
- Government AUM14,283,500.0
- Pension AUM426,444,500.0
- Charitable AUM—
- HNW AUM—