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)1,916,730,533.0
- RAUM (discretionary)1,916,730,533.0
- Actionable assets1,713,821,806.0
- Accounts (total)3,544.0
Institutional Clients
- Government AUM—
- Pension AUM396,518,340.0
- Charitable AUM7,675,993.0
- HNW AUM1,255,286,738.0