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)4,478,828,516.0
- RAUM (discretionary)325,288,932.0
- Actionable assets4,476,264,216.0
- Accounts (total)431.0
Institutional Clients
- Government AUM49,466,734.0
- Pension AUM4,104,072,850.0
- Charitable AUM—
- HNW AUM322,724,632.0