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)2,409,913,680.0
- RAUM (discretionary)1,914,145,607.0
- Actionable assets2,379,895,629.0
- Accounts (total)794.0
Institutional Clients
- Government AUM—
- Pension AUM1,673,186,697.0
- Charitable AUM139,630,705.0
- HNW AUM564,421,316.0