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)2,012,336,108.0
- RAUM (discretionary)2,012,336,108.0
- Actionable assets1,797,709,891.0
- Accounts (total)2,761.0
Institutional Clients
- Government AUM—
- Pension AUM204,901,623.0
- Charitable AUM107,466,298.0
- HNW AUM1,448,001,123.0