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)2,739,761,758.0
- RAUM (discretionary)2,695,290,129.0
- Actionable assets2,497,575,938.0
- Accounts (total)3,588.0
Institutional Clients
- Government AUM—
- Pension AUM185,741,518.0
- Charitable AUM219,569,772.0
- HNW AUM2,009,415,082.0