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)2,991,839,019.0
- RAUM (discretionary)2,991,839,019.0
- Actionable assets2,983,730,504.0
- Accounts (total)114.0
Institutional Clients
- Government AUM—
- Pension AUM11,152,371.0
- Charitable AUM884,508,765.0
- HNW AUM104,100,004.0