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)7,070,089,641.0
- RAUM (discretionary)5,804,180,857.0
- Actionable assets7,070,089,641.0
- Accounts (total)61.0
Institutional Clients
- Government AUM—
- Pension AUM373,058,498.0
- Charitable AUM2,298,001,700.0
- HNW AUM143,302,072.0