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)4,188,851,296.0
- RAUM (discretionary)2,960,344,220.0
- Actionable assets852,399,868.0
- Accounts (total)2,262.0
Institutional Clients
- Government AUM83,103,487.0
- Pension AUM176,756,041.0
- Charitable AUM243,494,253.0
- HNW AUM—