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)3,818,509,733.0
- RAUM (discretionary)2,819,552,434.0
- Actionable assets3,359,086,883.0
- Accounts (total)1,154.0
Institutional Clients
- Government AUM—
- Pension AUM5,287,305.0
- Charitable AUM431,612.0
- HNW AUM1,646,223,725.0