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)5,976,218,391.0
- RAUM (discretionary)853,783,144.0
- Actionable assets5,976,218,391.0
- Accounts (total)22.0
Institutional Clients
- Government AUM—
- Pension AUM587,386,799.0
- Charitable AUM309,854,111.0
- HNW AUM359,139,686.0