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)2,478,773,967.0
- RAUM (discretionary)2,425,358,045.0
- Actionable assets718,084,140.0
- Accounts (total)14,029.0
Institutional Clients
- Government AUM—
- Pension AUM67,419,683.0
- Charitable AUM6,061,165.0
- HNW AUM634,118,195.0