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)3,682,831,523.0
- RAUM (discretionary)2,695,166,374.0
- Actionable assets3,601,529,174.0
- Accounts (total)743.0
Institutional Clients
- Government AUM—
- Pension AUM60,399,609.0
- Charitable AUM19,435,488.0
- HNW AUM3,513,477,236.0