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)3,066,675,906.0
- RAUM (discretionary)2,914,564,494.0
- Actionable assets2,953,868,303.0
- Accounts (total)1,276.0
Institutional Clients
- Government AUM—
- Pension AUM2,014,124,231.0
- Charitable AUM115,039,235.0
- HNW AUM820,952,842.0