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)2,033,871,278.0
- RAUM (discretionary)2,021,402,132.0
- Actionable assets1,935,073,439.0
- Accounts (total)2,579.0
Institutional Clients
- Government AUM—
- Pension AUM8,981,771.0
- Charitable AUM32,788,065.0
- HNW AUM1,893,303,603.0