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)4,032,736,835.0
- RAUM (discretionary)3,487,841,997.0
- Actionable assets2,991,087,533.0
- Accounts (total)24,504.0
Institutional Clients
- Government AUM—
- Pension AUM16,224,963.0
- Charitable AUM19,587,616.0
- HNW AUM2,953,885,616.0