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)4,078,516,284.0
- RAUM (discretionary)2,560,946,109.0
- Actionable assets3,373,779,030.0
- Accounts (total)8,234.0
Institutional Clients
- Government AUM—
- Pension AUM3,948,115.0
- Charitable AUM—
- HNW AUM1,760,481,367.0