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)3,340,660,207.0
- RAUM (discretionary)3,174,109,189.0
- Actionable assets2,995,552,488.0
- Accounts (total)4,208.0
Institutional Clients
- Government AUM—
- Pension AUM49,171,152.0
- Charitable AUM77,796,931.0
- HNW AUM2,751,024,857.0