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)2,451,252,093.0
- RAUM (discretionary)527,145,911.0
- Actionable assets1,156,162,545.0
- Accounts (total)12,116.0
Institutional Clients
- Government AUM—
- Pension AUM69,527,648.0
- Charitable AUM2,259,834.0
- HNW AUM1,071,504,000.0