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)4,145,050,618.0
- RAUM (discretionary)4,145,050,618.0
- Actionable assets3,680,367,667.0
- Accounts (total)5,732.0
Institutional Clients
- Government AUM—
- Pension AUM88,973,385.0
- Charitable AUM16,933,606.0
- HNW AUM3,510,799,588.0