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)3,572,112,624.0
- RAUM (discretionary)3,572,112,624.0
- Actionable assets3,225,793,631.0
- Accounts (total)3,097.0
Institutional Clients
- Government AUM—
- Pension AUM2,243,508,326.0
- Charitable AUM84,821,895.0
- HNW AUM820,811,331.0