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)2,641,297,506.0
- RAUM (discretionary)678,728,016.0
- Actionable assets2,641,297,506.0
- Accounts (total)1,025.0
Institutional Clients
- Government AUM—
- Pension AUM10,399,547.0
- Charitable AUM—
- HNW AUM1,952,169,943.0