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)2,080,500,590.0
- RAUM (discretionary)2,024,777,717.0
- Actionable assets1,679,419,427.0
- Accounts (total)5,494.0
Institutional Clients
- Government AUM—
- Pension AUM38,992,103.0
- Charitable AUM—
- HNW AUM1,576,210,426.0