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)2,723,131,280.0
- RAUM (discretionary)2,637,719,075.0
- Actionable assets2,494,335,811.0
- Accounts (total)4,299.0
Institutional Clients
- Government AUM—
- Pension AUM13,574,195.0
- Charitable AUM2,940,881.0
- HNW AUM2,454,401,015.0