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)4,230,990,937.0
- RAUM (discretionary)4,143,281,699.0
- Actionable assets1,424,715,195.0
- Accounts (total)13,257.0
Institutional Clients
- Government AUM—
- Pension AUM164,142,791.0
- Charitable AUM17,491,485.0
- HNW AUM890,581,917.0