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)2,541,898,062.0
- RAUM (discretionary)2,363,349,915.0
- Actionable assets2,490,143,904.0
- Accounts (total)1,661.0
Institutional Clients
- Government AUM—
- Pension AUM213,771,418.0
- Charitable AUM227,323,216.0
- HNW AUM1,871,197,852.0