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)3,152,167,506.0
- RAUM (discretionary)3,152,167,506.0
- Actionable assets2,656,733,978.0
- Accounts (total)5,837.0
Institutional Clients
- Government AUM—
- Pension AUM14,129,412.0
- Charitable AUM12,094,014.0
- HNW AUM2,454,556,155.0