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)3,177,363,713.0
- RAUM (discretionary)2,110,440,711.0
- Actionable assets884,247,683.0
- Accounts (total)7,668.0
Institutional Clients
- Government AUM—
- Pension AUM466,585,127.0
- Charitable AUM—
- HNW AUM417,662,556.0